Case studies

How Blinkhorn Financial Services Made Sensitive Client Emails Easier to Send With Mailock

sam.kendall@mailock.com (Sam Kendall) — Wed, 08 Apr 2026 07:45:00 GMT

For Roy Blinkhorn, secure communication needed to feel practical - not like another system clients had to learn.

Mailock gave him a simpler way to send sensitive information, track whether it had been opened, and reduce the friction of password-protected attachments.

How an Adviser Secured Early-Stage Client Trust Beyond The Portal

sam.kendall@mailock.com (Sam Kendall) — Mon, 26 Jan 2026 09:24:14 GMT

In advice journeys, trust is built through small, repeatable moments - including how you request, send, and handle sensitive information.

How CBL Secured HR and Customer Emails With Mailock

sabrina.mcclune@mailock.com (Sabrina McClune) — Mon, 08 Dec 2025 14:57:41 GMT

Plant hire and equipment specialists handle sensitive data every day, so email must keep pace with modern cyber risks.

CBL adopted Mailock secure email to protect communications, save time, and simplify the user experience.

How Henderson Stone Secured Client Data and Saved Time With Mailock

sam.kendall@mailock.com (Sam Kendall) — Wed, 06 Aug 2025 07:30:23 GMT

Before Mailock, Henderson Stone relied on password-protected PDFs and a legacy secure email tool - workflows that added admin work and frustrated clients who struggled with passwords, attachments, and unfamiliar portals.

How Baggette & Co Improved Email Security and Efficiency With Mailock

sam.kendall@mailock.com (Sam Kendall) — Mon, 28 Jul 2025 08:07:52 GMT

When Baggette & Company, a chartered financial planning firm in Poole, Dorset, found that DocuSign and post were slowing everyday secure client sends, the team looked for a route that would work for advisers and clients alike.

How Crowe Financial Planning Transformed Secure Client Communications With Mailock

sam.kendall@mailock.com (Sam Kendall) — Wed, 16 Jul 2025 05:00:00 GMT

Crowe Financial Planning UK Limited needed secure email that would fit Outlook workflows without adding another platform switch when advisers and operations staff sent sensitive client information.

How Gresham Financial Strategies Transformed Client Comms with Mailock

sabrina.mcclune@mailock.com (Sabrina McClune) — Thu, 27 Mar 2025 16:18:05 GMT

Before adopting Mailock, Gresham Financial Strategies password-protected every review, illustration, and valuation individually - a workflow that cost the firm time and frustrated clients opening multiple documents.

How Simple Financial Services Prioritises Client Comms with Mailock

sabrina.mcclune@mailock.com (Sabrina McClune) — Thu, 20 Mar 2025 09:04:36 GMT

As reports of email scams grew, Simple Financial Services Ltd needed a secure route for account details, bank details, and other sensitive client data without pushing clients through a portal.

Securing Client Communications at Beach Independent Financial Advisers

sabrina.mcclune@mailock.com (Sabrina McClune) — Tue, 04 Mar 2025 14:40:39 GMT

Beach Independent Financial Advisers (Beach IFA) use Mailock to send sensitive client documents and provider correspondence without password-protected attachments.

Keeping Client Communications Secure at Mortgage Advice Bureau

adam.byford@mailock.com (Adam Byford) — Thu, 08 Aug 2024 06:55:49 GMT

Financial advisers deal with highly sensitive client data every day - securing this information is non-negotiable.