Efficiently share sensitive financial documents with one secure platform

Instant value with a preconfigured, intuitive solution
Seamless client collaboration, no registration required
Security by design for risk-free transactions

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Trusted by 11,000+ organizations worldwide

Your Tresorit values for financial processes

Swiss Made Privacy

With Tresorit’s client-side encryption & Swiss data protection practices, you can securely exchange bank statements, tax filings, and other sensitive financial documents.

eSignatures included

free

Optimize contract lifecycles, account openings & loan origination with integrated eSignatures. Stay secure and compliant – even with rigorous European regulations.

Out-of-the-box productivity

Deliver immediate value to your customers and bring services faster to the market – no training, no account registration required.

All-in-one cost-effective solution

Facilitate friction-free interactions with a single affordable platform. Protect sensitive client documents, such as investment reviews, insurance analysis & tax planning.

Industry regulations and standards

Reduce regulatory risks & insurance costs while meeting strict financial services standards – GDPR, FINRA, Bafin, MaRisk, ISO 27001, and beyond.

Visibility and control

Spend more time with your clients and less time preparing for financial audits - with an overview dashboard, granular controls & reporting.

Service excellence for your finance document workflows

Reinforce trust in remote client relationships by enhancing your financial document management

Attract and retain customers by using Tresorit as a secure client data room. Deploy a custom-branded central place for smooth two-way data exchange, without your customers being required to create an account.

Onboard clients in a matter of seconds, kick off workflows automatically, and start collaborating via a user-friendly interface.
Ensure FINRA & GDPR compliance when dealing with sensitive financial information or needing to meet specific geographic data residency requirements.
Seamlessly manage your financial documents’ lifecycle with secure links for sharing, Outlook/Gmail integrations, and built-in digital signatures.

Learn more about Client Data Room

Strengthen your financial services partnerships & expand your reach with an end-to-end encrypted tool

Unlock digital innovation while forging lasting relationships with your network of financial advisors, FinTechs, suppliers, auditors, etc. Leverage Tresorit as a central access point for your partner interactions while maintaining confidentiality and control.

Efficiently collaborate & co-create via an always-on environment with secure mobile and web access.
Keep full control over your data flow with granular access rights on folder/subfolder level, dynamic watermarks, and disabled download or print.
Maintain a familiar way of communication by integrating with popular tools your partners use – Gmail, Outlook, MS Teams, etc.

Learn more about Partner Data Room

Drive agility with frictionless data sharing & storage processes while adding an extra layer of security

Unleash secure digital transformation across your financial document management workflows with a trusted, scalable cloud platform. Empower easy storing, syncing, and sharing with Tresorit, without ever compromising security or privacy.

Let your organization exchange files without barriers while choosing their most convenient sharing methods and customizable security controls.
Make it simple for your teams to meet financial compliance with auto-deletion, link expiration, audit logs, and more.
Empower your remote workforce with instantly accessible storage and backup. Keep your regulated data safe & compliant wherever work happens.

Learn more about Business File Sharing and Storage

Take action now

Try for free

Start a 14-day free trial

Request a demo

See Tresorit in action

Customer success stories

Tresorit makes it easy for us to exchange files with our external partners without the need to always create links. Our partners can access the necessary files provided by us directly and easily in Tresorit – and so can we.

Dario Amrhein, IT Manager at Obwaldner Kantonalbank

I prefer not to send customers’ businesses and financial data via email. [It] is not secure. Sharing data using secure infrastructure like Tresorit is a better way.

Edi Platter, Consultant at Raiffeisen Unternehmerzentrum