Move regulated client data without leaving an evidence gap.
Banks, broker-dealers, asset managers, and the fintech infrastructure vendors that serve them use SEND-SECURELY.COM for client onboarding, account-opening packets, audit and exam responses, and regulator submissions.
Collect KYC/KYB documents without standing up a portal.
Send a branded upload link to a prospective client; everything they send back is tagged, scanned, and routed to your case-management tool. Audit evidence retained automatically against your firm's retention policy.
Respond to a regulator request without a 14-day evidence scramble.
Workspaces designated 'examiner' get configurable retention, view-only-with-watermark defaults, and an immutable chain-of-custody manifest for every artifact sent.
Controls that map to the frameworks your supervisor actually reviews.
Per-tenant US residency for client data. Activity logs map to GLBA Safeguards Rule §314.4, FINRA 4511 recordkeeping requirements, and NYDFS Part 500 cybersecurity events.
Mapping us to your control framework?
Our financial-services SE has the spreadsheet. Skip a week of work.