Enable sales and compliance at the same time.
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 in the world, with no Wi-Fi necessary.
Six ways vablet helps in a regulated firm.
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.
Content and device control
Manage file updates, devices, and version control from one central location. The most control in the industry.
Security options and pen testing
Access to your account is controlled by you, with multiple levels of permission. The vablet platform has been penetration-tested by a Swiss bank for years, without issue.
Fillable forms, data collection, and surveys
Available on or offline, forms for collecting client data are easy to create and use. Data can move through vablet directly onto your servers.
Push and share content automatically
Upload content and have it appear immediately on your users’ devices. Pushing and sharing content is easy.
Integration to existing solutions
Native Salesforce integration or documented APIs. On premises or off, vablet has proven to be flexible and easily integrated with existing financial infrastructure.
Compliance, visibility, and connectivity.
“We are 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.”
Compliance and regulatory concerns“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.”
Content usage data and analyticsCompliance controls it. Advisors present it. The record shows it.
All of vablet’s features extend beyond Wi-Fi access, so client interactions continue without interruption, and the audit trail keeps recording. See regulated sales enablement.
The approved library, with or without a connection
Everything a rep can open has already been approved. Expired assets disappear on their own, even offline.
Same library, light or dark, any device
iPad, iPhone, Android, and Windows. Nothing for the customer to install.
Approval window, audience, device rules: set once
Date range, groups, auto push and revoke on group change, download priority, and device restrictions on every file.
vablet for financial services, answered.
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 Wi-Fi 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 20 minutes.
See the encryption, the revocation, and the audit trail on a real device.
Twenty minutes, your content, including the questions your compliance officer will ask.
Live in weeks. No implementation fee. $25 per user per month, MSRP.