Help your customers ensure their email attachments are always secure. With SecureExchange, exchanging customer documents is quick and secure
Digital and interactive
SecureExchange is a highly secure document exchange platform for customer advisors. The platform allows for the quick and easy processing of all relevant documents arising during the course of business relationships. Gone are the days of paper, USB sticks, and non-secure emails.
Everything in one place
Email attachments here. Scanned documents there. Given the sheer number of customer documents, it's easy to lose track. With SecureExchange, however, you can keep track of all your customer documents.
Easy to use
To use SecureExchange, your customers do not need to create an account or install an app. They simply receive a link from you, which they will open in their browser. They can then immediately start uploading the required documents.