Mercury delivers security with a seamless experience, from agent to customer.
Mercury, an innovative fintech startup, was founded on the idea of making banking better for startups. Today the company serves more than 200,000 startups with simplified financial workflows built on the Mercury bank account. In 2022, Mercury became a SendSafely customer to ensure the highest level of security for its operations and customers.
Reducing the barrier to entry is key for our customer experience while keeping information secure. With SendSafely, I shaved minutes off my response times. From agent to customer, we all win here.
Reduce the barrier to entry without reducing protection.
Before partnering with SendSafely, Mercury used a cloud-based storage service to send and receive sensitive information. In a landscape of constantly evolving cyber threats, the team wanted a more secure way to safeguard documents and customer data. “Business and banking — during these transactions, a person’s livelihood is at stake.”
With agents requesting and receiving information daily, Mercury needed ease of use and the highest level of protection for both client and agent. Requests range from addresses and phone numbers to MT103 international wire forms, passports and government IDs, plus video and third-party requests for credit applications and audits — so large files had to be handled too.
A secure inbound and outbound channel that works on any browser or phone, handles large files, and lets multiple people on both sides participate in a single request.
A Dropzone link that fits any customer conversation
Mercury integrated SendSafely’s hosted Dropzone into its workflow. Agents send requests for information by sharing a secure link with any receiver on the client’s side, including multiple team members and third-party contractors.
- Step 01Outbound Request
The link is easy and generic for agents to send outbound, while the inbound experience is personalized for the client. Access remains safe on any web browser and phone — no software, no account setup.
- Step 02Flexible Triage
Agents can add additional people on Mercury’s end to triage inbound files, eliminating the rigid one-to-one communication model and giving teams a flexible, seamless, secure experience.
- Step 03What’s Next
Mercury recently implemented Zendesk for customer support and plans to use SendSafely’s Zendesk integration next, extending the same protection into the ticketing workflow.
A partnership rooted in security, simplicity and trust.
Faster Responses
Improved internal efficiency with quicker response times — minutes shaved off every document request.
Client Trust
Secure, flexible communication reassures customers whose livelihoods depend on the transaction.
Simple Process
Simple, efficient processes maintained alongside the highest level of privacy for client data.
“Agents feel assured knowing they are providing clients with secure and easy ways to share information. Today’s smooth, protected process is building tomorrow’s success.”
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