What’s new?

The dark side of email management

Using email as a force for good!

Unifying your information

The need for a single source of truth

Resources

Blog

Check out our blog for the latest on email management, news and more!

Case Studies

Find out how we've helped customers like Ramboll and Gensler.

E-books

Download our latest content to help you along your email management journey.

Integrations

We integrate with SharePoint and more so you can make the most of your investment.

Implementing Mail Manager

Hear from our customers how they implemented Mail Manager and the benefits of doing so.

Podcast

Listen to all episodes of the Changing Construction and Digital World of Tomorrow podcasts.

Product

Stay up-to-date with product updates, fact sheets and more.

Tutorials

Watch helpful videos showing you how to make the most of Mail Manager.

Webinars

Hear about a variety of topics including risk, the digital world and more!

Our email management solution for the Financial industry

Mail Manager helps financial services firms solve their email headache overnight by assisting them to manage, file, and retrieve critical email data within minutes.
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How financial services firms can benefit from better email management

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Save time

Save time wasted searching for legacy emails and information locked in staff inboxes with our industry-leading search tool

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Reduce risk

Never lose track of highly sensitive data and reduce the risk of financial penalties by having a complete audit trail of all correspondence

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Save money

Automate and simplify administrative tasks so that staff can free up more time to focus on fee earning tasks within the business

 

Clients we’ve helped

Mail Manager for financial services firms

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Keep all your business-critical data and information where you can find it! With Mail Manager's prompt and predict feature, all your documentation will be up to date, so you can reduce the risk of fines, and gain visibility over all client communications. 

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Keep track of and find every detail related to any client within three clicks using our industry-leading search tool.  You can eliminate time wasted on searching for information that’s stored away in staff’s email inboxes as everyone will have access to the same information instantaneously.

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Mail Manager is designed to fit in with your existing IT setup meaning you retain and store your own data, and your confidential information is not hosted by Mail Manager. We integrate with Outlook and you file to where your business files.

Resources

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Customer Success

Here's how Mail Manager helped accounting firm, Azets, save time when searching for historic information, reduce risk, improve client communications, and ensure consistent organisation of information.

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Email is Killing Your Productivity

Email is a proven cause of stress in most people’s work and personal lives, especially in fast-paced industries like financial services. And, it's killing your productivity. Here's how you can get your time back.

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Finance Fact Sheet

Financial services firms we work with have been frustrated with the amount of time wasted looking for information in email. Transform the way your business works by addressing the tool your staff use every day, Outlook.

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Mail Manager supports our stringent confidentiality with client emails and files. It really helped with saving time, completing my timesheets, and managing my day-to-day. I believe we might be underusing Mail Manager, but using it in a simple way makes the day-to-day easier with the filing function.
Dan Nixon
Head of Transaction Services, Corporate Finance

Benefits by job role and department

Mail Manager benefits everyone in the organisation, from directors all the way to admin assistants.

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Business leaders: Directors, CEOs, MDs & Principals

Business leaders: Directors, CEOs, MDs & Principals

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IT leaders: CIOs, CTOs, CDOs, Heads of IT & IT Managers

IT leaders: CIOs, CTOs, CDOs, Heads of IT & IT Managers

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Project Managers

Project Managers

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Office Managers

Office Managers

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HR Teams

HR Teams

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Finance Teams

Finance Teams

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QA Managers

QA Managers

Try Mail Manager for free

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