Stay Compliant, Secure and Client-Ready in 2025 - without the Hassle
Free Guide for Finance & Professional Firms
In today's fast-moving world of AI, rising threats, and ever-higher client expectations, how you collect and handle sensitive data says everything about your firm. This practical guide cuts through the jargon and shows Financial and Professional services firms how to stay secure, compliant and impressively client-friendly - without the tech overload.
This free guide breaks down how to collect sensitive client data—like ID documents, bank statements, and personal info—without risking GDPR violations or relying on clunky portals. Whether you're an accountant, legal adviser, mortgage broker or consultant, you'll find practical tips, real-world examples, and a smarter way forward.
What You'll Learn Inside
This free guide breaks down how to collect sensitive client data—like ID documents, bank statements, and personal info—without risking GDPR violations or relying on clunky portals. Whether you're an accountant, legal adviser, mortgage broker or consultant, you'll find practical tips, real-world examples, and a smarter way forward.
Why Download?
Clients expect digital simplicity. Regulators demand airtight security. Key&Box gives you both—without logins, email attachments, or compliance headaches. This guide shows how.
GDPR compliant data collection
Mobile first and no-login required
Perfect for onboarding, ID checks, and secure document sharing
Ideal for small to mid-sized firms