Client information
Verify the account holder and reporting period before preparing a client release.
FILE SHARING FOR FINANCIAL SERVICES
Secure file sharing for financial services
Issue client reports, diligence packs and transaction records to approved reviewers. Set the access window around the assignment and keep the release identifiable after delivery.
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01 / EVIDENCE YOU CAN FOLLOW
Prepare the reporting package
Check the client, reporting date and approval status together. Remove worksheets or supporting records outside the reviewer’s scope.
EXCHANGE RECORD / ILLUSTRATIVEFinancial-Review.xlsx✓
Sender verifiedNamed account✓
Protection appliedAES-256 / ASR✓
Recipient authenticatedAccess checks✓
Activity recordedReviewable history✓
Complete transaction packs
Check the inventory and label the issue so reviewers can identify missing documents.
Trusted with valuable business data
02 / THE DETAILS MATTER
Name the reviewer
Confirm the contact authorized to receive the information. If a transaction team expands, ask the deal owner to review the additional recipients.
EXCHANGE NOTE01 / 04
Named client access
Address the invitation to the individual assigned to review this material.
EXCHANGE NOTE02 / 04
Purpose-bound availability
Tie the access window to the review or transaction milestone.
EXCHANGE NOTE03 / 04
Protected exchange
Select the safeguards approved for the information and receiving party.
EXCHANGE NOTE04 / 04
Transaction history
Use the exchange reference to locate activity when a client questions delivery.
CUSTOMER PERSPECTIVES
All customer stories ↗“
“I would highly recommend MX to anyone looking to send and receive secure data quickly and efficiently.”
Daniel FrancisProject Engineer, Envisage Group
Read the story ↗01 / 02
03 / THE WORK IN PRACTICE
Handle a correction
Label the corrected report and identify the issue it supersedes. Tell the recipient which version to use for the next decision.
Identity and source-of-funds documents
Confirm which records the approved reviewer needs and remove unrelated information.
Periodic client statements and valuations
Mark the period clearly and verify the recipient for each issue.
Year-end and interim evidence packs
Identify the schedules supporting the figures and designate the approved version.
Due-diligence and deal material
Separate material by reviewer and by the stage of the transaction.
04 / TWO DIFFERENT JOBS
Retain delivery evidence
Keep the exchange reference alongside the release approval. It gives operations staff somewhere to start when a client disputes receipt.
Authorize
Have the document owner approve the file and receiving party.
Exchange
Issue the selected package and retain its reference with the approval.
GOOD QUESTIONS. CLEAR ANSWERS.
A clearer route.
From the start.
Practical answers about file sharing for financial services and where MX fits.
How does MX fit this workflow?+
Exchange client records, reports and transaction documents with named recipients and time-bound access. Activity evidence stays close to the file, which helps operational and governance teams answer questions later.
What controls can we apply to a file exchange?+
Named-recipient access, authentication, permissions and expiry settings help define the exchange. Activity records let your team review what happened. The available configuration should be matched to your requirements.
Does MX replace our existing work tools?+
Keep creating, editing and storing files in the systems your team already uses. MX focuses on controlled handoffs, rather than background synchronization, live co-authoring or permanent backup.
What is included in the free trial?+
Try the MX feature set for 7 days with up to 5 users. No credit card is required.
YOUR NEXT EXCHANGE STARTS HERE
Try a sample exchange
Invite a colleague to receive a sample file, then review the access settings and activity together.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals