For financial services organizations, secure file exchange is only half the equation. The other half, and often harder part is compliance. From FINRA to SEC requirements, firms must not only protect sensitive data in transit, but also ensure that communications and documents are properly retained, supervised, and auditable. Today, we’re excited to announce a powerful new integration that bridges that gap: SendSafely now supports automated export to Global Relay.
With SendSafely Actions and the Global Relay Open Connector, all exchanged information is automatically preserved in the Global Relay Archive, giving organizations a single, unified system for compliant record keeping. Once installed, organizations can:
- Automatically export and decrypt SendSafely package contents for centralized, tamperproof archiving
- Meet FINRA, SEC, MiFID II, and other regulatory requirements related to document archive
- Maintain visibility into secure file exchanges
Compliance teams can now supervise SendSafely communications just like email and messaging, within a single system and without compromising SendSafely’s zero knowledge secure file exchange.
Ideal for financial services & fintech teams
Many SendSafely customers subject to FINRA and other compliance regulations already rely on our platform to securely exchange sensitive financial data. Using SendSafely Actions and Global Relay’s Open Connector, compliance teams now also have a complete, contextual record of every SendSafely interaction in Global Relay including:
- Workspace file uploads
- Outbound file transfers
- Inbound file collection (including Dropzone packages)
- File metadata and recipient details
Getting started
With SendSafely + Global Relay, no custom integration is required. Customers get a fully integrated solution that unifies secure file exchange and centralized archiving out of the box. Getting up and running is straightforward:
1. Work withGlobal Relay to enable your SendSafely archive feed
- A provisioning specialist will provide your credentials
2. Contact SendSafely for the Global Relay Action (an AWS CloudFormation template)
- The Action template requires you to have AWS infrastructure capable of deploying a Lambda function.
3. Configure your SendSafely Actions workflow in the SendSafely portal
- Define your archiving event triggers and data filters and connect the integration, as outlined in this help center article.
4. Activate and validate
- Confirm data is flowing into your Global Relay Archive
If you’d like help getting started or want to see the integration in action, please reach out to our sales team. We’d be happy to walk you through it.
SendSafely: Integrated File Transfer for the Apps you Love
If you are looking for a secure way to transfer files with customers or business partners, our platform might be right for you. Contact us today to request a demo and free trial subscription.
Request a Demo
