Our group wide client facing teams are constantly looking for ways in which we can deliver excellent client service and build on the relationships we have with intermediaries, individuals and family offices.
We had recognised that it had become so much harder to share documents, allow dynamic interactions or fast track negotiations, while knowing that emails or other shared services are continually exposed to the dangers of intervention by unwanted parties.
Sharing documents and data is critical to the processes, controls and governance for any fiduciary provider. Our objective was to find a secure, but easy-to-use solution to facilitate this.
Safelink as the Solution
We started using Safelink four years ago to create our virtual data rooms and we have significantly enhanced the 'client experience', while simultaneously ensuring that the data we share is transmitted and stored in a safe, secure but easy to access environment.
Tell us about Accuro's experience using Safelink
Through working in partnership with the experienced, focussed and service-driven team at Safelink, Accuro has seen increased levels of client engagement, improved efficiency and it has allowed us to truly demonstrate our commitment to keeping our clients confidential data secure at all times.
Feedback from our clients, family offices and their advisers is always extremely positive in not just the end user experience and ease of use with Safelink but also in the fact that they feel protected and no longer exposed to the dangers of confidential information leaking into the public domain.
In the simplest terms Safelink delivers exactly what the name states a “safe” efficient “link” between us and our client base.