The solution every financial broker has been waiting for
The need for secure cloud-based file storage & management for financial and medical brokers is growing rapidly due to the detrimental threat of cyber attacks on these types of businesses. Many brokers don’t know where to turn for a viable solution, specifically one that suits their unique business management and operational styles.
With this in mind, we have created a solution tailored for broker firms not only to safeguard their files, but to simplify the collaboration of files between parties and to provide their client with unmeasurable added value.
Essentially, YDOX is a secure vault where files can be stored and shared with third parties who are privy to the information that they contain like policy and fica documentations and agreements. The three-level encryption methodologies in ydox mean that files are secure at rest and during transit and will only be viewed by authorised clients and staff.
File Activity Tracking
Every broker works with confidential files on a daily basis, both internally and externally with their clients. With ydox, brokers can monitor the activity of a file and keep track of who downloads it, views it and shares it.
This enables attorneys to have full disclosure on who’s been working on confidential files. More importantly, brokers will also have full-access to historic versions of every file that is stored in ydox.
Controlled File Access
The ultimate goal of any effective file storage solution for brokers, is to control shared access to files. With ydox, this process is made super-simple and each user, whether part of your firm, a third-party consultant or a client, can have specified access to only the files and folders that you give them access to.
What’s more, you can also determine the permissions that any user has on a file – you can give him access to edit, delete or share. Or in some cases, you can simply give them read-only access, or any combination of the above – it’s completely up to you.
Worldwide File Access
You can access and share your files from anywhere in the world, on any device.
ydox does not constrain you to being in front of the computer to be able to get a file to a client or colleague. If you’re on the road or in meetings, or anywhere else for that matter, you can quickly provide access to files or a client can simply log in and access his/her files at their own leisure.
Your Own Branded File Storage Platform
Another standout feature of ydox, is that you can brand the entire platform in your own brand colours, with your own logo. To get a better idea of how it works, watch the video below:
You no longer have to stress about the risks involved in emailing important documents, or not being able to access a document at any given time. With ydox, you can rest assured that your files are protected, easy-to-share with the correct people and accessible (but password protected) from any device, anywhere in the world.
To learn more about how ydox can help your firm, click here and contact us.
by Carl Wallace | CEO of Digital HQ