HNWC - Clients you can't afford to lose

High Net Worth Clients & Investors demand and expect first class service and most importantly, privacy and security for their data. Trustworthiness drives loyalty & growth and if investors aren’t confident their data is safe & secure, they may take their business elsewhere.

HNW Clients expect security & privacy

These are your most valuable clients - So how are you protecting their conversations, requests, messages and documents from attacks? Email or unencrypted portals are no longer capable of protecting sensitive data from attacks or compromise.

Protect Client Conversations

Every conversation between you and your clients 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 portal, all those conversations are protected automatically and forever.

Protect Client Documents

HNWC transactions can involve the exchange of a lot of documents, and many of those documents can be highly sensitive. Whether it’s mortgage applications, credit and financial information, employment history, or contracts and agreements, your clients need to be confident that they can share that information with you without worry.

Keep Track of Everything

DropVault will not only allow you to store and archive all conversations and documents forever, but will also help you to keep track of who accesses those documents, how, and when. And by watermarking and time stamping every document, you’ll always know where they are and who has them.

Protect Email Attacks

Losses to wire fraud in the investment industry now exceed $500 million every year, and business e-mail compromise attacks are soaring and thanks in part to AI. Moving conversations and contracts away from vulnerable e-mail and into the security and safety of DropVault is the easiest way to prevent these often devastating attacks.

Prevent Phishing Attacks

Phishing is still the first step in most cyber attacks, and most of these attacks involve e-mail. With more than 3 billion phishing emails in circulation every single day it’s easy to see why they can be so devastating. DropVault eliminates the threat of phishing attacks, as well as the data breach and ransomware attacks they can trigger.

Create Private Rooms

With Dropvault you can create a series of private conversation rooms, or channels. It can be for your entire team or just subsets of your team. A dedicated channel just for partners and vendors. Or channels dedicated just to individual customers. And everything shared in those channels is private and secure by default.

Reduce Legal Exposure

Minimizing your legal exposure in the event of a security incident, privacy failure, or data breach doesn’t require that you prove maximum security. But simply that you went above and beyond the basics, and especially focusing on sensitive conversations and documents. DropVault can give you that protection.

Protect Email Compromise

Billions of dollars are lost every year to business e-mail compromise (BEC) attacks, and the majority of these attacks involve e-mail compromise and impersonation. By moving those discussions to DropVault, both of those threats are eliminated.

No Downloads, Software or Learning

Your clients don’t have to install or subscribe to DropVault in order to use it. Just send them an e-mail with a link and a pin and they’re in.

Features

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