Financial services
Every loan file and client document that leaves, accounted for.
For community and regional banks, credit unions and advisory firms that exchange sensitive documents with appraisers, title companies, attorneys, custodians and clients.
What we hear
The problems that come up at every exam.
Examiners want evidence
“Show us how sensitive data leaves the bank” is hard to answer from an inbox.
Loan files go out as attachments
Appraisers, title companies and attorneys get full financials by email.
Too many SFTP accounts
Static passwords across vendors, and keys someone has to rotate every month.
Data rooms that cost too much
Paying enterprise prices for due-diligence rooms used a few times a year.
“We rotate keys every 30 days across our entire customer base… quite the nightmare.”
How MnemoShare helps
Controls your partners won't push back on.
No new portal for every vendor. No password for them to lose.
A record examiners can read
Who sent which document to whom, when it was opened, and when access ended.
Partners open a link
Appraisers and title companies don't need an account, and they don't count as users.
No keys to rotate
Access is short-lived by design. Partners on SFTP keep connecting with their own keys.
Account numbers and SSNs caught on upload
The wrong file is flagged before it reaches the wrong partner.
What your compliance officer sees
Scans, findings and policies in one place.
Examiner-ready
Who sent which document, when it was opened, and when access ended.
Right-sized
From a single advisory office to a regional bank.
Self-hosted
Regional banks with their own IT team
Hold your own infrastructure and keys when examiners ask. Priced per partner organization.
Which fits you? →Worried about wire-fraud emails too? MnemoShare Advanced Email Security stops them before anyone acts on them.
Advanced Email Security →For your IT & security team
Need the technical detail?
Credentials, audit export and self-hosted architecture.