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For banking institutions
From client onboarding to document custody: one secure platform for banks
Protect client data, streamline confidential document exchange, and meet FINMA, nFADP, and Banking Act requirements, all from one Swiss-hosted platform.
The reality
Why data security in banking is harder than it used to be
Banks across the DACH region handle some of the most sensitive data in existence: account details, identity documents, asset statements, and confidential client correspondence. The regulatory frameworks governing that data have tightened on every front. FINMA Circular 2023/1 introduced a new concept of "critical data" requiring enhanced protection, GDPR and nFADP enforcement expectations have grown, and the number of reported cyberattacks on financial institutions in the region continues to rise. The tools most banks still rely on for document exchange and credential management were not built for this environment.
Client documents still send by email
Account opening forms, KYC files, asset statements, and signed agreements circulate at every stage of the client relationship. Most of that exchange happens over email or unprotected portals. FINMA's 2024 guidance reinforces that every system touching client data is subject to Banking Act Article 47 standards, and that banks must implement technical measures ensuring technology vendors cannot access client financial information. Each unencrypted exchange creates liability exposure and erodes the trust clients placed in the institution.
Too many tools, not enough control
Core banking platforms were built for transactions, not secure file management. The result is a patchwork of communication channels — email, generic cloud storage, paper — that creates audit gaps and inconsistent access logs precisely where regulators look hardest. A recent EY assessment found that outsourcing without effective oversight can expose institutions to substantial risks, including third-party data breaches.
Tightening regulation, shrinking tolerance
GDPR, nFADP, and FINMA requirements now demand that banks restrict data access on a strict need-to-know basis and give clients full transparency over how their data is handled. A 24-hour reporting deadline applies for cyber incident notifications to both FINMA and the National Cyber Security Centre, and German institutions face equivalent obligations under BAFIN and BSI frameworks. The margin for operational ambiguity is narrowing across the entire region.
One platform, built to grow with you
One secure data platform.
Four powerful modules.
SecureSafe brings your passwords, files, and document workflows into a single, secure platform – Swiss-hosted and built on zero-knowledge architecture. Use each module on its own, or combine them as your business grows.
Pass
Manage credentials across departments with zero third-party access.
Relationship managers, compliance teams, and operations staff all rely on shared credentials. With SecureSafe, you manage access centrally and maintain complete activity logs for regulatory reviews, without any credential ever leaving your control.
- Relationship manager and private banker credential management
- Compliance team shared vaults
- Third-party vendor access control
Files
Secure document storage with Swiss data residency
Store client files, KYC documents, signed agreements, and internal records in a Swiss-hosted environment built for the sensitivity of banking data. Access is controlled, logged, and auditable, your compliance team can demonstrate exactly who accessed what, and when.
- Client mandate file storage
- Investment guideline documentation
- Compliance and advisory record retention
Exchange
Replace email for confidential client correspondence
Client advisors get a dedicated workspace to manage mortgage applications, financing documents, and contract amendments, with real-time status visibility across all open cases. Automated completeness checks ensure all required documents are submitted before a process moves forward. Clients access their secure area via a direct link and two-factor authentication, with no account creation required.
- Automated document completeness checks for mortgage and loan applications
- Individual advisor workspaces with real-time case status
- Secure link and 2FA access without account creation
Postbox
A secure digital postbox for every client relationship
Deliver account statements, loan agreements, tax documents, and sensitive correspondence digitally, without email attachments or paper. Every transmission is logged with delivery and read confirmations for a complete audit trail. Documents are stored permanently, cannot be altered, and automatically become the property of your client. Postbox integrates directly into your existing e-banking portal via API.
- Delivery and read confirmation audit trails for every document
- Permanent, immutable, client-owned document storage
- API integration into existing banking and customer portals
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.
Security
Independently audited. Swiss-hosted. Ready for your compliance team.
For insurance companies, security isn't a feature: it's a procurement requirement. SecureSafe is ISO 27001-certified, developed and hosted entirely in Switzerland, and built on a zero-knowledge architecture – meaning even we can't access your data.
