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