Secure File Transfer Solution in Financial Services

Overview

Financial services companies are undergoing changes where clients are expecting information to be delivery electronically. Because of the sensitive nature of the information, extensive steps must be taken to ensure the integrity and security of the data.

Value Proposition

Biscom Delivery Server provides an elegant solution to the problem of distributing electronic statements. Information can be published to a customer’s account on the secure Biscom Delivery Server through automated processes or ad hoc updates. All account activity and access is recorded for complete audit trail reporting. The Biscom Delivery Server interface is easily branded and customized allowing companies to quickly develop and deploy secure extranet sites for customer account access.

Features

• Browser based client – requires no desktop software to be installed.
• Files and messages retrieved over an SSL connection.
• Extensive event tracking for all data access and activity.
• Guaranteed delivery confirmation.
• Non-repudiation of receipt.
• Easy to use interface requires little to no user training.
• Robust API set allows files to be sent securely from any application.
• Platform independent.

Case Study

A Virginia based financial services company offering accounting, retirement, and mortgage products needed a solution for providing clients with online access to account statements and financial records. In addition, they needed a way for clients to be able to upload documents securely. Since their client base is non-technical, an easy to use interface was essential.

Biscom Delivery Server business partner TIC Software provided a hosted Biscom Delivery Server solution requiring no initial investment. The customer can send account statements, tax returns, and mortgage documents to their clients and partners quickly and easily. Clients on the system are also given Sender privileges to allow two way secure communications. Clients with sender rights are restricted to sending only to the customer’s domain ensuring that the system cannot be abused or used for personal use.