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Putting an end to mountains of paper and communication gaps
Rely on confidential, direct document exchange - bundled in one communication channel, fully compliant with data protection regulations and paperless.
These financial institutions rely on secure digital document exchange with SecureExchange
What sets our solutions apart
Our key features for secure and efficient document exchange
Say goodbye to slow, insecure processes that put your customer data at risk. Our products combine modern security features with user-friendly, easy handling and ensure that your highly sensitive data transactions are not only secure and compliant, but also efficient.
Centralized document management
Dispersed communication channels are a thing of the past: all customer documents are exchanged on a single digital platform - organized on a case-by-case basis.
Secure access without customer accounts
Customers and prospects access the customer area securely via a secure link and two-factor authentication without the need for a customer account to log in - for ease of use and security.
Tailored to your brand
Ensure brand conformity at all touchpoints: For a seamless customer and brand experience.
Ready, set, digital: Digitize the exchange of documents with your customers!
Reduce operating costs, prevent data breaches and create direct, seamless communication channels.
Secure & data protection compliant- Reduction in operating costs
- Scalable for your individual requirements
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Why companies rely on us
Find out how our solutions make the difference for our customers
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Reliable protection for sensitive customer data
"With the password and file safe from DSwiss, we offer our customers a secure way to protect their most valuable photos, data and passwords. By combining comprehensive insurance cover with additional services, we not only help our customers in the event of a claim, but also enable them to protect themselves against cyber risks in the best possible way. Both our customers and we appreciate the high security standards, reliability and user-friendliness of the digital safe, which is why we have been working closely with DSwiss for over 7 years."
Thomas Sonderegger
Head of Product Management
What sets our solutions apart
Secure, compliant, scalable
Deputy assignment
Effortless assignment of case substitutions
Take account of staff changes or absences with ease: the deputy assignment function allows cases to be processed seamlessly.
PDF forms
Fill & annotate PDF forms directly in SecureExchange
Integrated tools enable PDF forms to be filled out and annotated directly in the platform's secure environment - no download is required.
Provider & Admin Portal
Comprehensive user & role management
The dedicated portal for providers and administrators allows users to be recorded and managed efficiently and roles to be assigned - for uncomplicated user management and full control over access rights at all times.
Multilingualism
Available in German, English, French and Italian
Meet different customer needs and optimize communication and user experience.
Workspace for customer advisors
Confidential, direct case management
Manage customer cases efficiently in a central workspace that can be tailored precisely to individual cases using a flexible folder structure. Thanks to real-time status updates, you always have an overview of requested documents.
Completeness check for documents
Minimize the risk of errors
Automated completeness checks help you to ensure that all documents required by customers have been submitted, thus preventing incomplete applications.
All-round protection for your sensitive data
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Secure transmission of sensitive data
Ensuring the privacy of your customers
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Seamless availability of your data
How we ensure a seamless customer experience
Step 1: Arrange a demo
After clicking on "Arrange demo", we will discuss which of our solutions best meets your needs in a short, non-binding meeting and arrange a suitable demo date.
Step 2: Demo
In an approx. 20-minute demo, your contact person from our sales team will guide you through SecureExchange, show you the functions and answer your questions.
Step 3: Offer
We will prepare a quotation and are available for a detailed discussion.
Step 4: Signing the contract
If you decide in favor of our offer, we will send you the contract.
Step 5: Implementation
Once the contract has been signed, we implement it in your system landscape.
FAQ
Do you have any questions about SecureExchange? You can find the answers here.
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Customers access the customer area via a secure link, which they receive from the customer advisor, and two-factor authentication without the need for a customer account to log in. Customer advisors are registered by the administrator and log into the customer advisor workspace with their login credentials.
SecureExchange complies with strict data protection regulations to ensure the privacy and digital security of all user data and complies with both the General Data Protection Regulation (GDPR) and the Swiss Data Protection Act (DPA).
Thanks to our zero-knowledge policy, we ensure that only you and persons authorized by you can access data shared via SecureExchange. We ensure the security of your data through end-to-end encryption and the use of state-of-the-art encryption technologies such as AES-256.
SecureExchange's out-of-the-box solution allows you to add a recipient on the end customer side via the admin portal. You can also use this to distribute customer advisors to customers; you also have the option of defining deputies by assigning a deputy and thus ensuring seamless case processing.
However, it is also possible to add more than one recipient to an Exchange via the API.
SecureExchange allows the exchange of all file formats and file sizes of up to 2GB. The integrated file preview supports viewing and commenting on PDF files, as well as common image files (JPG, PNG). Your customers can fill out PDF forms directly in the secure environment of SecureExchange.
In principle, a retention period of at least 10 years applies in Switzerland for documents such as business correspondence, contracts and personnel, social security and payroll files. The periods vary for Germany; an overview can be found here. For detailed information, please refer to the official information on the respective legislation.
SecureExchange does not currently have an integrated, automatic solution to support compliance with these deadlines.
All data stored in our products is hosted in Switzerland by default.
Yes, the data stored on SecureExchange is managed to meet audit requirements, including GDPR standards. We employ strict data storage, access control and logging protocols to ensure traceability, security and compliance. Our approach meets industry standards and regulatory requirements, with all stored data subject to GDPR principles of data minimization, security and accountability.
Simple, secure, digital: set new standards in document exchange with your customers
Create trust and a seamless user experience through legally compliant, highly secure and effortless digital document exchange. Minimize operating costs and maximize security through end-to-end encrypted data exchange.
- Fast implementation
- Zero-knowledge policy & GDPR-compliant
- Customizable to your brand through white label