Mail Manager for Financial Services & Accountancy

Mail Manager helps Financial Services and Accountancy firms reduce paper trails, improve overall records management and control how commercially sensitive correspondence is managed.
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How we help Financial Services & Accountancy firms

Mail Manager allows you to search through millions of indexed emails across your business in less than 2 seconds, meaning mitigated risk, better productivity, and advanced filing using our AI-powered platform.

Industry-Time

Time

Get time back by seeing every conversation

Industry-Risk

Risk

Have a full audit trail of correspondence

Money

Money

Increase the utilisation of staff

Resources

Get our industry resources.
Guide

Digitising Paper Trails: Moving to a virtual back office

Case Study

Helping Azets manage their project emails

Factsheet

See what Mail Manager can do for you

Blog

Why is email management important for Financial Services firms?

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“It saves around 10 to 20% of staff time, improving efficiency from staff looking into emails, which means they can now respond on the call instead of having to search for information and get back later on, allowing the ability to work very quickly over the phone.”
Geoff Claughton
Managing Director
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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 manage 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

Clients we’ve helped

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