How Banks and Credit Unions Use Delivered Secure To Share Files
Banks and credit unions need to share sensitive documents with borrowers, regulators, auditors, vendors, and other financial institutions on a daily basis. Loan documents, account applications, wire transfer authorizations, and compliance reports all contain highly sensitive personal and financial information that must be protected.
Delivered Secure makes it easy for loan officers, compliance teams, IT departments, and customer service representatives to securely send and receive files with anyone. Recipients do not need to install any software or create an account -- they simply click a link in their email notification to access their secure files.
Which people at banks and credit unions are using Delivered Secure for secure file sharing and sensitive messages?
Loan officers use Delivered Secure to send and receive loan applications, closing documents, and supporting financial documents with borrowers securely.
Legal and compliance teams use Delivered Secure to exchange audit reports, regulatory filings, and compliance documentation with examiners and auditors.
IT departments use Delivered Secure to securely transfer system configurations, security reports, and vendor documentation without relying on unsecured email or FTP.
Executive teams use Delivered Secure to share board materials, strategic plans, and confidential financial reports with directors and stakeholders.
ACH and wire transfer teams use Delivered Secure to safely transmit wire transfer authorizations, ACH files, and payment instructions that contain sensitive account numbers and routing information.
Customer service representatives use Delivered Secure to help customers securely submit account documents, identification, and other sensitive information needed to resolve account inquiries.
Why do banks and credit unions use Delivered Secure for secure file transfer?
Email and FTP are not safe for sensitive financial data. Email creates multiple unencrypted copies of every attachment on servers and backups that are never permanently deleted. FTP lacks end-to-end encryption, audit trails, and automatic file expiration. Banks and credit unions face strict regulatory requirements to protect customer data, and a data breach can result in significant fines, legal liability, and reputational damage. Delivered Secure provides the end-to-end encryption, comprehensive audit trails, and access controls that financial institutions require.
We Make Due Diligence Easy
Delivered Secure offers a comprehensive due diligence package specifically designed for banks and credit unions. Our due diligence package includes our SOC 2 report, information security policies, business continuity plan, and other documentation your examiners and auditors require when evaluating third-party vendors. Sign up for a free trial and request your due diligence package today.