Secure Data Messaging,
Kept Proprietary and Private
Kept Proprietary and Private
Engage colleagues and customers privately and securely. All on your smartphone or tablet via text and images, 24/7.
UTM Financial is a smartphone app, tailor-made for the security needs of the financial and banking industry.
1
Your customer sends confidential financial information.
2
A "cover" message appears via your everyday text app, notifying you of a restricted message in UTM: Financial
3
Login to UTM: Financial to view the restricted message. Identify level of urgency. Reply and act on it, inform customer you have securely received confidential information.
4
After the conversation, the data is archived securely for compliance.
Professionals
For Accountants, Bankers, Brokers, and Attorneys, UTM:Financial allows customers to feel secure they have an easy intuitive way to send confidential information.
Clients
Clients want a safe, fast, easy way to send private financial information like Social Security numbers, income, brokerage trades, and more.
Benefits
Usage
- Send one-on-one or group messages with photos or other attachments
- As simple as standard text messaging, faster and more efficient than voice or email, and is always with you
- Customers can be alerted of high priority trades, critical info needs, and high need actions
- Customized app for iPhone or Android, smartphones or tablets. Intelligent message alerts allow for managing priorities.
- Wipe the device if it's lost or hacked
Workflow and efficiency
- Always with you
- Offer your customers security and protect Customer information
- Drive customer confidence
- Work faster and easier
- Engage customers immediately
