Give each customer, analyst, advisor, and reviewer only the information required for their role.
Purpose-built for sensitive U.S. financial workflows
Secure file sharing for financial services, built for accountable exchange
My MX Data gives banks, credit unions, investment firms, insurers, fintechs, and corporate finance teams a controlled way to exchange customer records, KYC files, transaction packages, claims evidence, and board materials with verified users. Named access, expiration controls, detailed audit trails, and a quantum secure patented methodology help keep confidential financial data traceable and easier to govern.
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No credit card required
Verified-user access
Detailed activity records
No file-size limit
No public links
Controlled U.S. financial exchange
Active
CustomerUpload verified
Compliance reviewPurpose confirmed
Evidence recordAction retained
Protected file
Transaction approval package
Release controls confirmed
Built for U.S. financial file exchange
Control who receives the file, why it moves, and what evidence remains.
Move confidential financial files without public links, loose attachments, or uncontrolled forwarding.
Keep a review-ready record of requests, uploads, access, approvals, and delivery events.
Why financial file exchange needs stronger controls
Financial data carries decisions, duties, and risk.
A financial file may contain identity data, transaction details, investment decisions, pricing, underwriting evidence, or records that influence a regulated outcome. A more controlled approach to encrypted file sharing helps keep the recipient, purpose, permissions, and activity record as clear as the file itself.
Recipient risk
The right document sent to the wrong person can create immediate operational, customer, privacy, and regulatory exposure.
Decision risk
Teams need confidence that reviewers, approvers, and recipients are working from the same authorized version.
Evidence risk
Examinations and audits become harder when files, approvals, and context are scattered across inboxes, links, and personal drives.
Retention risk
External access should end when the transaction, review, or business purpose is complete.
Exchange assessmentCustomer onboarding record
Controls applied
Access remains tied to an approved person rather than possession of a reusable link.
ConfirmedThe file remains connected to the review, transaction, or decision it was supplied to support.
RecordedThe exchange can close automatically when the review period or business purpose ends.
14 daysRelevant actions remain available for later review, audit, and explanation.
ActiveOne control model across U.S. financial services
Different institutions and workflows. One standard for sensitive exchange.
Banks, credit unions, broker-dealers, investment advisors, insurers, and fintechs work with different records, but each needs confidential information to move between known parties with clear purpose and evidence. My MX Data provides a controlled B2B file exchange that can work alongside core banking, investment, insurance, payments, and collaboration systems.
Banking workspace
Keep lending, transaction, and customer files connected to the decision they support.
Bring documents into a controlled workspace where access reflects responsibility, activity remains visible, and the authorized version is easier to identify.
✓Limit access to named internal and external participants
✓Keep supporting evidence connected to the relevant transaction or review
✓Retain a clearer record of submission, review and approval
Corporate lending review6 authorized users
Credit submissionVersion 04Reviewed
Financial statementsCustomer suppliedVerified
Approval recordCommittee decisionFinal
Wealth workspace
Protect investor and private-customer information without slowing the advisory relationship.
Collect identity records, suitability evidence, and portfolio information through a secure route that remains clear for both the customer and the advisor.
✓Give customers a straightforward route to provide requested documents
✓Separate advisor, compliance and external specialist access
✓Apply expiration settings once the review or engagement has ended
Private-client review4 authorized users
Identity evidenceCustomer suppliedVerified
Portfolio valuationQuarter 02Current
Suitability reviewAdvisor approvedFinal
Insurance workspace
Keep claims evidence and underwriting material within a controlled case record.
Receive sensitive files from policyholders, adjusters, and specialists, restrict access to the assigned team, and preserve evidence of the information used in the decision.
✓Collect large evidence packs without splitting the transfer
✓Keep claimant, assessor and underwriting activity distinguishable
✓Maintain a clearer trail through review and settlement
Complex claim review7 authorized users
Claim submissionPolicyholder suppliedReceived
Claims adjuster reportExternal specialistReviewed
Settlement approvalAuthority recordedFinal
Fintech workspace
Give product, compliance, risk, and partner teams one disciplined route for sensitive files.
Move technical evidence, financial records, and partner information without scattering business-critical material across chat, email, and public links.
✓Exchange assurance evidence with known partner contacts
✓Keep product, risk and compliance review activity visible
✓Support controlled handoffs without introducing a full document-management system
Payment partner assurance9 authorized users
Control assessmentPartner responseReviewed
Technical evidenceSecure uploadCurrent
Risk decisionCommittee recordFinal
Controlled release
High-risk financial files should not leave the organization until the right people approve them.
Build an additional review step into high-risk exchanges. A file can remain unavailable until authorized roles confirm the purpose, recipient, permissions, and final version.
Prepare the release
Choose the approved file, named recipient, permissions and availability period.
Apply independent review
Require a second authorized reviewer before confidential material becomes available externally.
Retain the decision
Keep a useful record of who approved the release and when the recipient could access it.
Material transaction packageTwo approvals required
RO
Compliance owner
Recipient and purpose review
FD
Finance executive
Final file and authority review
Board-approved valuation packageWaiting for approval
Evidence-led governance
Answer an examination, audit, or customer question without rebuilding the exchange.
When an exchange is reviewed, the useful questions are straightforward: who supplied the file, who accessed it, which version was approved, and when availability ended. My MX Data keeps those actions easier to retrieve through its secure file-sharing controls and audit features.
My MX Data supports evidence gathering. It does not replace an organization's policies, legal judgment, risk ownership or regulatory responsibilities. It gives teams a more consistent record of the file exchange itself.
Request created
Customer records requested for source-of-funds reviewThe purpose, recipient and required documents were defined before collection.
Upload received
Bank statement supplied by a verified customer contactThe uploaded file remained connected to the relevant review rather than a general inbox.
Review completed
Compliance reviewer confirmed the required period and versionInternal access remained limited to the assigned review team.
Decision recorded
Compliance owner approved the evidence for the stated purposeThe decision and supporting material remained connected within the same controlled record.
Access closed
External access expired automaticallyThe file did not remain exposed through a forgotten link after the review was complete.
Practical controls for everyday financial operations
Secure file sharing for finance without another complicated workflow.
My MX Data gives financial teams a practical route for collecting, reviewing, approving, and releasing sensitive files. A secure upload portal helps customers, vendors, and partners provide requested records, while support for large-file transfers reduces the need for split archives, consumer tools, or risky workarounds.
Protection beyond a standard cloud link
Files are protected with AES-256 encryption, while My MX Data's quantum secure patented methodology - Anonymise, Shard, Restore - adds a further layer of protection around sensitive exchanges.
Named accessProtected handlingTime conditions
Secure collection from customers and partners
Receive requested financial records through a controlled customer file-sharing route instead of relying on email attachments, public links and informal follow-up.
Customer uploadsPurpose-based requests
Large financial datasets
Move substantial reporting packs, archives and data extracts without fixed file-size limits or the need to divide one exchange across several services.
Clear activity records
See important requests, uploads, access, downloads and approval activity without piecing evidence together from several systems.
Role and data-residency controls
Separate customer, advisor, risk, finance, and external-reviewer access according to responsibility, with enterprise data-residency options available where required.
Support for U.S. financial-services controls
Controls that can support regulated information handling and review.
My MX Data can help facilitate compliance by strengthening controls around secure transfer, verified access, expiration, approvals, and evidence. These capabilities can support programs shaped by the GLBA Safeguards Rule, SEC Regulation S-P, FINRA customer-information requirements, and NYDFS Part 500.
Clear boundary: no software guarantees GLBA, Regulation S-P, FINRA, SOX, NYDFS, or FFIEC compliance. My MX Data provides technical and operational controls that can support an organization's wider policies, risk decisions, supervision, recordkeeping, and regulatory responsibilities.
Support controlled handling of nonpublic personal information with verified access, encryption, and reviewable activity records.
Support policies and procedures for safeguarding customer records and documenting access to sensitive information.
Make sensitive-file activity easier to supervise, review, and connect to written procedures and recordkeeping obligations.
Support evidence around financial-reporting handoffs, approvals, version control, and internal-control reviews.
Support cybersecurity programs with stronger access controls, protected exchange, and retrievable activity evidence.
Support information-security and technology-risk processes with controlled transfer, permissions, and monitoring evidence.
Common questions
Financial-services file sharing, explained for U.S. teams.
The platform is designed to make controlled exchange practical for everyday financial work while being precise about where technology supports - but does not replace - governance and compliance.
Financial organizations can use My MX Data for customer identity records, source-of-funds evidence, transaction and lending packages, investment reports, claims material, board documents, due-diligence evidence, vendor assurance records, and other confidential business files.
The platform is transfer-focused rather than a full document-management system, helping teams keep each sensitive handoff connected to verified participants, a clear purpose, and a retrievable activity record.
My MX Data can support banks, credit unions, lenders, broker-dealers, registered investment advisers, wealth and asset managers, insurers, fintech companies, payment providers, accounting teams, and other organizations handling sensitive financial information.
The control model can support customer collection, intercompany exchange, advisor collaboration, vendor assurance, approvals, and other workflows where ordinary email attachments or public links are difficult to defend.
Yes. Access can reflect each participant's role and purpose so a customer, advisor, auditor, broker, adjuster, or technical specialist sees only the material relevant to their part of the activity.
Verified-user access, permissions, and expiration settings help reduce the risk of broad folder exposure or links remaining available after the engagement or review has finished.
My MX Data provides detailed records around sensitive file exchanges. Depending on the activity, teams can retain evidence of requests, uploads, access, downloads, versions, approvals and delivery.
This helps an organization answer customer, examiner, auditor, risk, or governance questions without reconstructing the history from emails, personal notes, and several separate systems.
Yes. Expiration and availability conditions can be applied so external access does not remain open indefinitely after the stated purpose, transaction, or review period has ended.
This supports better information governance and reduces reliance on someone remembering to remove an old public link or revoke access manually.
No platform can make a financial organization compliant on its own. My MX Data can help support compliance objectives by providing verified access, expiration controls, audit trails, and clearer evidence around sensitive file movement.
Compliance also depends on applicable laws, written policies, retention decisions, workforce behavior, governance, vendor oversight, and broader technical and organizational safeguards. The FTC Safeguards Rule guidance provides additional context for covered U.S. financial institutions.
My MX Data uses a patented quantum secure methodology called ASR: Anonymise, Shard, Restore. The process anonymizes file data, separates it into shards, and restores the file through the authorized exchange process.
ASR is designed to add a further layer of protection beyond conventional file sharing and to support a future-focused security posture. It should not be described as unbreakable, impossible to compromise or a guarantee of future security.
Yes. My MX Data supports transfers without fixed file-size limits, helping teams exchange large reporting packages, transaction archives, data extracts, claims evidence, and compressed document sets without dividing them across several emails.
See how the platform supports secure large-file sharing for business workflows.
My MX Data is primarily designed for controlled, auditable file exchange rather than permanent financial-services data storage, file synchronization, or live document coauthoring.
It can complement SharePoint, OneDrive, Dropbox, Google Drive, and specialized financial systems by providing a more controlled exchange layer for files involving sensitive data, external parties, or a stronger need for traceability.
Give sensitive financial information a controlled U.S. exchange route
Move confidential financial files through a traceable exchange your teams can explain.
Replace loose attachments, forwarded links, and fragmented approval trails with secure file sharing built around verified users, permissions, and clear evidence. Start a seven-day trial or speak with the team about enterprise controls and U.S. data-residency options.