Exchange documents securely with SecureExchange

Help your customers ensure their email attachments are always secure. With SecureExchange, exchanging customer documents is quick and secure.

Digital and interactive

SecureExchange is a highly secure document exchange platform for customer advisors. The platform allows for the quick and easy processing of all relevant documents arising during the course of business relationships. Gone are the days of paper, USB sticks, and non-secure emails.

Everything in one place

Email attachments here. Scanned documents there. Given the sheer number of customer documents, it's easy to lose track. With SecureExchange, however, you can keep track of all your customer documents.

Easy to use

To use SecureExchange, your customers do not need to create an account or install an app. They simply receive a link from you, which they will open in their browser. They can then immediately start uploading the required documents.

These companies play it safe

And this is how SecureExchange works:

1)

The consultant opens a customer case and defines the required documents.

3)

The customer opens SecureExchange with the browser and uploads the desired documents.

5)

The customer is notified of receipt of the offer by e-mail. They open the offer in SecureExchange and sign it.

2)

The link and verification code are sent to the customer.

4)

The consultant receives the documents and is informed by e-mail. He creates an offer and uploads it to SecureExchange.

1)

Consultant opens customer case and defines required documents

2)

Link and verification code will be sent to customers

3)

Customer opens SecureExchange with browser and uploads desired documents

4)

Consultant receives documents and is informed by e-mail. The advisor creates a quote and uploads it to SecureExchange.

5)

The customer is notified of receipt of the offer by e-mail. They open the offer in SecureExchange and sign it.

How can we help?

We'll be happy to help you choose the right solution.