UTM Financial is a smartphone app, tailor-made for the security needs of the financial and banking industry.
How it works
Your customer sends confidential financial information.
A “cover” message appears via your everyday text app, notifying you of a restricted message in UTM: Financial
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.
After the conversation, the data is archived securely for compliance.
- 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
- 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
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
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