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Financial Services


Email is a great method of providing information to users for e-bills, transaction statements, fraud alerts, balance statements, and more. These kind of communications must be sent quickly, and must be recognized as legitimate by anti-spam, anti-phishing, and other filters. The following needs are specific to the financial services community:

Financial Authentication Email that doesn't reach the mailbox of the recipient is not useful. Financial services are an area that phishers and other criminals have aggressively exploited with email, so many filters have been established to look for and block questionable email. Authenticating that email comes from the legitimate source is provided by technologies such as SPF, Sender ID, DomainKeys, and DKIM. Goolara works closely with our financial customers to make sure their email system is configured to take advantage of these technologies.

Transactional Email Email sent from financial services are often based on an event, such as a fraud alert, a monthly statement, or a specific transaction. While newsletters and other promotional emails are still used, transactional email constitutes the biggest percentage of the email for a financial services company. It is important that these transactional emails have the relevant, timely information that the customer expects. The ability to mail-merge the most recent information into the email and get it to the inbox of the recipient a few seconds later is a critical feature that Symphonie supports. Uploading data in a batch file for later processing is just not good enough in today's instantaneous, information-driven society. Instead, each email should be triggered with the substitutions required for that recipient, which Symphonie supports.

Security of Data Account numbers, balances, and other sensitive data shouldn't normally be sent via email. However, some of the information sent in an email is still important to keep confidential. For this reason, the on-premise version of Symphonie is a safe and secure way for companies to keep their data within their own network. Instead of transmitting this data to an ESP, the on-premise version can remain within the firewall of the financial services company, ensuring complete control over the data access, but still allowing you to use all the powerful features of Symphonie.
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