Sensitive files, exchanged the right way

No more ad-hoc sharing: Sensitive file exchange, done the secure way

SecureSafe Exchange gives organizations a structured, encrypted workspace for bilateral document exchange, purpose-built for transactions, mandates, and environments where confidentiality and compliance are non-negotiable.

Built for sensitive exchanges

Structured, encrypted exchange for files that carry real weight

Insurance processes – from policy onboarding and claims processing to damage assessment documentation – involve sensitive documents, and strict handling requirements. SecureSafe Exchange gives every case its own structured, encrypted workspace, keeping every document exchange controlled and every submission fully traceable.

Structured exchange for high-stakes financialprocesses

Secure portal for financial transactions

From mortgage applications and loan financing rounds to audits and KYC onboardings, SecureSafe Exchange provides a time-limited, structured environment for every sensitive financial document exchange, without relying on email or uncontrolled file sharing.

Structured exchange for every client mandate

Confidential file exchange for legal and advisory mandates

Handle sensitive client documents with the discretion and structure professional mandates demand.

Every claim, every file – fully controlled

Structured file exchange for insurance processes

Give auditors, consultants, or service providers access to exactly what they need – and nothing more.

Secure file exchange, proven in practice

Real impact on the documents that matter most

5 K+

documents exchanged annually

80%

faster processing time, compared to paper-based processes

70%

average processing cost savings

Every document. Every exchange. Every time.

Everything your organization needs for structured, secure file exchange

Built around one principle: sensitive file exchanges deserve a proper environment, not an email thread. From frictionless client access to structured case management, every capability is designed to keep your exchanges controlled, compliant, and completely contained.

Simple for them, secure for you

Frictionless access, no account required

Remove the barrier of account creation without removing security. Recipients access their secure workspace through a link and 2FA, keeping the exchange frictionless and the access controlled.

Every case, properly contained

Structured case management with completeness checks

Organize every document exchange as a structured case with its own workspace. Automated completeness checks ensure all required documents are submitted before the process moves forward, reducing back-and-forth and minimizing errors.

No detours. No downloads.

Fill & annotate inside the secure environment

PDF forms can be completed and annotated directly within SecureSafe Exchange. No need to download, edit, and re-upload: Every document interaction stays inside the secure environment.

Your brand. Your systems. Your exchange.

Whitelabel deployment & seamless system integration

Embed SecureSafe Exchange directly into your client-facing environment under your own brand. Microsoft Entra ID integration keeps user management centralised, so Exchange fits your infrastructure and your identity, not the other way around.

Security

Swiss-made, independently audited

Your files are hosted in Switzerland, in an encrypted digital storage solution that is independently audited. Documents, contracts, and sensitive data stay exactly where they belong, and only you decide who has access – no one else, not even us. Full control over your most sensitive files, no compromise.

Customer stories

How organizations put SecureSafe Exchange to work

See how SecureSafe Exchange helps organizations turn complex, sensitive document exchanges into structured, controlled, and fully traceable processes.

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VZ Safe: Digital Security for Important Documents

To optimise its digital services, VZ Depotbank integrated VZ Safe, developed with SecureSafe technologies, into its financial portal. VZ customers benefit from a digital safe for sensitive documents, a password manager, and a digital mailbox for the secure, legally compliant receipt of bank documents, which they can access quickly at any time and on any device thanks to single sign-on (SSO) integration.

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Built to go further

More ways to stay secure, efficient, and in control

SecureSafe Exchange comes with a full set of additional capabilities designed for organizations that need more: more control, more flexibility, and more ways to integrate secure document exchange into the workflows that matter most.

Keep cases moving with deputy assignment

Staff changes and absences shouldn't disrupt an ongoing exchange. Deputy assignment allows cases to be seamlessly reassigned, so every document process continues without interruption, regardless of who's in the office.

Communicate in your clients' language

SecureSafe Exchange is available in German, English, French, and Italian, ensuring a consistent, professional experience for clients and counterparties across all of your key markets.

Integrate Exchange into your existing systems via API

SecureSafe Exchange connects directly to your existing infrastructure through a robust API, allowing you to embed secure document exchange into your own systems and workflows without disrupting the processes your teams already rely on.

Manage multiple exchanges, each on its own terms

Each exchange gets its own dedicated workspace with a flexible folder structure tailored to the case at hand, so every document process stays organised, contained, and easy to navigate, regardless of how many are running in parallel.

Exchange files of up to 2GB

SecureSafe Exchange supports individual file sizes of up to 2GB, so large documents, high-resolution files, and complex submissions can be exchanged securely without workarounds or file compression.

Designed for accessibility

SecureSafe Exchange is built to be usable by everyone in your organization – with an interface designed around clarity, simplicity, and ease of use, regardless of technical background.

Getting started is simpler than you think

From first conversation to full deployment – we're with you every step.

No lengthy procurement process. No complicated setup: Getting started with SecureSafe is a straightforward process, and our team is with you at every step.

First, we listen – discovery call

Before anything else, we take the time to understand your organization: your workflows, your requirements, and what you're looking to solve. In this short, no-commitment call, we’ll help you understand whether SecureSafe is the right fit.

See it in action – demo call

Your dedicated contact will walk you through the SecureSafe module that fits your needs, show you the features relevant to your use case, and answer any questions you might have.

Getting you live – implementation & onboarding

Once you're ready to proceed, our team moves quickly. Implementation is structured, supported, and designed to minimize disruption to your existing workflows.

Getting you live – implementation & onboarding

Once you're ready to proceed, our team moves quickly. Implementation is structured, supported, and designed to minimize disruption to your existing workflows.

Getting you live – implementation & onboarding

Once you're ready to proceed, our team moves quickly. Implementation is structured, supported, and designed to minimize disruption to your existing workflows.

Häufig gestellte Fragen

Hier finden Sie Antworten auf Ihre wichtigsten Fragen.

Where is my data hosted?

Your data is hosted exclusively in Switzerland, subject to Swiss data protection law. It is never stored on foreign servers or routed through third-party infrastructure outside Switzerland. What happens to your data stays in Switzerland.

Has SecureSafe Exchange been independently audited?

Yes. SecureSafe's infrastructure and security practices are independently audited. Audit documentation is available upon request for enterprise evaluations.

How do external parties access their exchange workspace?

Recipients access their secure workspace via a link shared by the case owner, combined with two-factor authentication. No customer account is required which keeps the process frictionless for external parties while maintaining full access control for your organization.

Does SecureSafe Exchange support single sign-on (SSO)?

Yes. SecureSafe Exchange supports single sign-on via Microsoft Entra ID (formerly Azure AD), allowing organizations to manage authentication centrally and align access with existing identity and access management policies.

Can access to an exchange workspace be revoked?

Yes. Access can be revoked at any point during the exchange process. Workspaces can also be closed once the exchange is complete, ensuring no residual access remains after the process concludes.

Can multiple document exchanges be managed simultaneously?

Yes. SecureSafe Exchange supports multiple simultaneous portals, each with its own structured workspace, folder organization, and access controls.

What happens if a required document is missing from a submission?

SecureSafe Exchange includes automated completeness checks that flag missing documents before the process moves forward, reducing back-and-forth and minimizing the risk of incomplete submissions.

Can cases be reassigned if a team member is unavailable?

Yes. The integrated deputy assignment function allows cases to be reassigned seamlessly in the event of staff changes or absences, ensuring continuity without disrupting the exchange process.

What file formats and sizes does SecureSafe Exchange support?

SecureSafe Exchange supports all common file formats with individual file sizes of up to 2GB. PDF files can be previewed, annotated, and completed directly within the secure environment – no download required.

Does SecureSafe Exchange support GDPR compliance?

SecureSafe Exchange is built on Swiss-hosted infrastructure that complies with both the General Data Protection Regulation (GDPR) and the Swiss Data Protection Act (DPA). We recommend confirming specific compliance requirements with your legal or compliance team.

Does SecureSafe Exchange offer an API?

Yes. SecureSafe Exchange provides an API for integration into your existing systems and workflows. Detailed technical documentation is available upon request.

Is qualified electronic signature (QES) supported within SecureSafe Exchange?

Through our eAPI integration with A-Trust, SecureSafe Exchange supports Qualified Electronic Signatures (QES) – the highest legally recognized standard for electronic signatures in the EU and Switzerland. Documents can be signed directly within the secure exchange environment. QES is available on enterprise plans.

What does the onboarding process look like?

Onboarding follows a defined process: an initial demo call, a tailored proposal, contract signing, and then implementation within your system landscape. Dedicated support is available throughout.