Secure Treasury Workflows: Sharing Sensitive Financial Data Without Email

How does a treasury team share sensitive corporate IP with external partners securely?

Standard email is the single greatest vulnerability in modern treasury operations. DropVault replaces insecure threads with end-to-end encrypted group channels, providing a private environment where treasury teams can exchange sensitive business data, manage project sign-offs, and collaborate with stakeholders without the risk of interception or phishing.

Replace Insecure Email Links with Encrypted Digital Vaults

Eliminate the security risks of manual email attachments. Group Channels provide a fortified digital environment for managing high-stakes treasury operations. Securely distribute liquidity reports, bank mandates, and sensitive KYC documentation within an encrypted vault that ensures your corporate data remains private, auditable, and accessible only to authorized stakeholders.

Serious Security for highly sensitive data

DropVault is more than just another SaaS application. Our SafeRooms are engineered from the ground up with a “security-first” architecture. By utilizing robust encryption that operates independently of the cloud provider and conducting real-time verification of every API call, we ensure your data remains truly private

Whether you are sharing investor or MNPI, sensitive IP or corporate updates, your business requires the best security and not the default.

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A Dedicated SafeRoom for Every Stakeholder

Many treasury teams still rely on email to share and secure sensitive corporate IP documents and conversations, but without giving enough thought to how vulnerable email can be.

A DropVault SafeRoom creates a dedicated secure space or channel for each stakeholder team with a unique encryption key and privides a private room where you and your stakeholder team can share, discuss and collaborate securely

Take your conversations out of email and into your SafeRoom

Every conversation between your treasury team and your stakeholders should be treated as secure, private, and confidential. And by default, meaning it happens automatically so that no one forgets. By bringing these conversations inside your DropVault SafeRoom, all those conversations are protected automatically and forever with the most secure encryption.

And having your conversations stay with your documents retains context and auditing

Share documents securely in a dedicated file share

When sharing highly sensitive documents with stakeholders, your teams need absolute confidence in their privacy. That’s why DropVault integrates file sharing directly within each SafeRoom. Unlike traditional platforms, your data isn’t sitting in a generic cloud bucket; it is isolated within a secure environment where every access point is encrypted and verified in real time.

Ensure Privacy And Compliance

Access to any stakeholder channel is restricted to your named treasury team, or to external parties, and every access is authenticated and verified. And you can add or remove individuals any time. Our audit log records every action by your team as well as every access to a channel, conversation, or document by your external stakeholder contacts.

Request review & sign off for documents & milestones

Sign off allows you to delegate a task or document review to a team, gather their feedback, concerns, and notes, and then get either sign off or rejection from that team.

Automatic & dynamic PDF watermarking

DropVault can automatically apply a custom (or per channel) watermark and password to every PDF document as it’s downloaded by a user or contact. This watermark is dynamic so it has the name of the contact, their email address, IP address or location, and date and time.

Create Additional Rooms For Special Projects

Create additional secure channels for special projects and keep everything relating to each project in one place. Individual channels for projects allow smaller teams to collaborate on specific projects each with tasks, discussions, documents, review, sign off, and voting.