The need for secure cloud-based file storage & management for financial and medical brokers is growing rapidly due to the detrimental threat of cyber attacks on these types of businesses. Many brokers don’t know where to turn for a viable solution, specifically one that suits their unique business management and operational styles.
With this in mind, we have created a solution tailored for broker firms not only to safeguard their files, but to simplify the collaboration of files between parties and to provide their client with unmeasurable added value.
Essentially, YDOX is a secure vault where files can be stored and shared with third parties who are privy to the information that they contain like policy and fica documentations and agreements. The three-level encryption methodologies in ydox mean that files are secure at rest and during transit and will only be viewed by authorised clients and staff.
File Activity Tracking
Every broker works with confidential files on a daily basis, both internally and externally with their clients. With ydox, brokers can monitor the activity of a file and keep track of who downloads it, views it and shares it.
This enables attorneys to have full disclosure on who’s been working on confidential files. More importantly, brokers will also have full-access to historic versions of every file that is stored in ydox.