UTM Financial is a smartphone app, tailor-made for the security needs of the financial and banking industry.


How it works

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Your customer sends confidential financial information.


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A “cover” message appears via your everyday text app, notifying you of a restricted message in UTM: Financial


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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.


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After the conversation, the data is archived securely for compliance.

Benefits

Usage

  • Send one-on-one or group messages with photos or other attachments
  • 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

Features

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Client Privacy

  • Offer your customers security and protect their information
  • Wipe smartphone if lost or hacked
  • No data stored on device—controllable by administrator
  • Separate personal from professional texting
  • Drive Customer confidence

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Productivity and Speed

  • Engage customers immediately: Improves efficiency and work flows: Customers can be alerted of high priority trades, critical info needs, and high-need actions
  • Intelligent message alerts allow for managing priorities.
  • Set up groups for quicker use

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Easy to Use

  • As simple as standard text messaging: Send messages with photo or other attachments
  • Alert messages delivered as text or email, and indicate origin, urgency, other message type information
  • Customized app for iPhone or Android