Enable sales and compliance simultaneously
Financial services is a heavily regulated industry, meaning compliance is key and security and privacy are critical to business success. The broad range of services provided by the industry all depend on flawless protection of sensitive information. vablet integrates well with secure, regulated environments, keeping content secure and compliant while streamlining access to information for staff anywhere on the globe — no WiFi necessary.
Solve common problems in Finance
In the financial industry, there are a number of challenges you might be up against. Here are a few ways vablet can help.
File usage rights and encryption
Files are encrypted in the cloud, in your Azure instance, in transit, and individually at rest, on your teams devices. We get you.
Content and device control features
Manage file updates, devices, and maintain version control from one central location or platform. The most in the industry.
Security options and pen testing
Access to your account is controlled by you and vablet provides various levels of control. the vablet platform has been pen-tested my a Swiss bank, for years, without issue.
Fillable forms, data collection, and surveys
Available for use on or offline, it has never been easier to create and creating and use forms for collecting client data. Data can also be moved through vablet directly onto your servers without issue.
Push and share content automatically
Automatically upload content and immediately have it appear on your user’s devices. Pushing and sharing content is easy.
Integration to existing solutions
Using the native Salesforce integration or our robust APIs, integration with you existing financial infrastructure is not a problem. On premises or off, vablet has proven to be flexible and easily integrated.
Industry-related comments from vablet customers
Compliance and regulatory concerns
We’re concerned about sensitive content and regulated data that can expose customers and the industry to the risk of compliance violation. vablet gives your organization control of your content, and it creates an audit trail to ensure regulatory compliance. Learn more about regulated sales enablement built for compliance-first field teams.
Content usage data and analytics
We find it difficult to know which materials our financial advisors actually use. vablet tracks and records details on who uses specific content, when they use it, how they use it, and for how long it was used.
Internet issues and customer interactions
We need a solution that allows your team to collect customer data, even in an offline environment. All of vablet’s features extend beyond WiFi access, helping keep business and customer interactions to continue without interruption.
“vablet was designed for regulated companies from inception.”
Helping Sales and Marketing Boost Sales Efficiency
Today it’s easier than ever to access content on a device when out in the field, but is that what really drives effective sales enablement?
In this podcast, you’ll hear vablet CEO and sales enablement expert, Paul Pacun, talk through vablet’s unique features and learn how the platform helps marketing and sales teams boost efficiency and drive conversions to exciting new levels. Here’s what the podcast covers:
Frequently Asked Questions
How financial services firms enable compliant, secure selling — online or offline.
What does vablet do for financial services firms?
vablet is a secure mobile content platform that lets advisors and staff access approved, compliant materials anywhere — online or offline — while keeping sensitive information encrypted and under central control. It enables sales and compliance at the same time in a heavily regulated industry.
How does vablet keep financial services content secure?
Files are encrypted in the cloud, in your Azure instance, in transit, and individually at rest on each device. Access is controlled by you with multiple levels of permission, and the platform has been penetration-tested by a Swiss bank for years without issue.
Can advisors access content without an internet connection?
Yes. vablet is offline-first, so staff can access and present materials with no WiFi and no cellular signal, anywhere in the world. Content and any captured data sync automatically when the device reconnects.
How does vablet help with compliance in financial services?
vablet keeps everyone on the current approved version of every document, lets you revoke access instantly, and tracks usage for an audit trail. Outdated or non-compliant materials are removed from devices automatically, reducing regulatory exposure.
Does vablet integrate with our existing systems?
Yes. vablet integrates with secure, regulated environments and existing digital asset management systems, adding a controlled mobile layer on top so staff can access approved content without compromising security.
Can we control content and devices from one place?
Yes. You manage file updates, devices, permissions, and version control from a single central platform, so every advisor always has the right, current materials and nothing lingers on a lost or retired device.
Is vablet’s data encrypted on the device itself?
Yes. In addition to encryption in the cloud and in transit, each file is individually encrypted at rest on the user’s device, so sensitive materials stay protected even if a device is lost or stolen.
What visibility do we get into how content is used?
vablet provides analytics on which materials are opened, presented, and shared, including activity captured offline. This helps compliance and marketing understand engagement while maintaining a record of what was shown.
Can access be revoked when an advisor leaves?
Yes. Access can be revoked instantly for any user, and content — including files synced for offline use — is removed from their device the next time it connects, leaving no lingering copies of sensitive materials.
How long does it take to deploy vablet in a financial services firm?
Most firms are live in weeks, without professional-services requirements, and the platform is managed by a single admin. Most demos take about 30 minutes.