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Are You Ready To Be Held Accountable For Your Clients’ Information?

While multiple agencies govern standard financial regulations (FINRA / SEC / GLBA / SOX), it would be extremely inefficient and an inevitable, convoluted mess to require companies to utilize a different solution for each policy. NeoCertified serves to help mitigate your email compliance issues. Whether you’re in need of complying with an agency policy or a statewide regulation, trust that our secure financial email solution has you covered.

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NeoCertified Standard Features


Our secure email solution utilizes an SSAE 16 Type II Certified Data Center to ensure that all emails sent via NeoCertified remain protected. You can access our secure cloud-based portal from any internet-connected device. From the portal, you can send, receive, track and audit all secure emails, which can be tagged with a non-repudiation email signature.


To make the process as simple as possible for both users and recipients, NeoCertified also integrates directly into the Microsoft Outlook application installed on your computer. Once installed, the “Send Secure” button within your Outlook operates through the same process by which you would compose any standard email. Easy to use and extremely effective!

Mobile Accessibility

Whether you’re in the office or on-the-go, you need to be able to send and receive emails at any time, and we understand this. That’s why we offer NeoMobile access with every license. It doesn’t matter if you’re dealing with customers, clients, employees, business partners, or other companies, any emails sent via NeoMobile will remain protected at all times. NeoMobile has been optimized for Android, Apple, Windows, and Blackberry mobile devices.


Compliance Policies

Certain national and agency regulations exist to ensure the protection of confidential information. The following is a short list of acts and agencies that hold specific compliance requirements:

  • FINRA – Financial Industry Regulatory Authority
  • SEC – Security Exchange Commission
  • FCRA – Fair Credit And Reporting Act
  • HIPAA – Health Insurance Portability & Accountability Act
  • SOX – Sarbanes – Oxley Act
  • GLBA – Gramm – Leach Bliley Act

Non-Repudiation & Digital Signature

We provide a digital signature for all secure emails, which helps certify the original sender of the message. Through non-repudiation, all secure emails have the ability of being tracked, monitored, and audited to verify authenticity. You can also stay up-to-date with all of your email responses, as you’ll have full access to audit all of your emails’ history, including attachments.

PII - And It's Importance

Personally Identifiable Information, or better known by its acronym PII, is any information that can directly identify a single individual. This would include social security numbers, tax returns, insurance account information, or any piece of confidential information that discloses an individual’s identity. To comply with both federal and agency regulations, companies are required to protect any information that is deemed as PII.