The bridge to financial strength. The wall between you and threats.
Work with a suite that helps you keep your client's financial data safe. Be quick but compliant with ease.
Common challenges in the financial industry
Why should you use Zoho Workplace?
Fishing for phishing
Are you tired of seeing spam emails in your mailbox? Relax. All of your incoming emails are now screened for phishing and spoofing. It’s then sorted into either your inbox or the spam folder. Only secure and encrypted mails are authorized to pass through. Go one step further and set your own email policies, such as quotas, IP blocking, usage thresholds, and more.
Secure emailing
Dealing with sensitive client data, such as bank details or social security numbers, is daunting. The threat of such data falling into the hands of an unintended recipient is high. Send confidential data via SecurePass emails with confidence! A one-time password (OTP) is required to view it, which is sent to the recipient in a separate email. SecurePass emails cannot be forwarded, copied and pasted, printed, or downloaded. You can even set an expiration date after which they cannot be viewed.
Business as usual
Are you looking to shift from another service but you’re worried your business might be interrupted? With Split delivery and Dual delivery, experience a seamless and swift migration from any service. It ensures business continuity while allowing you to test the waters before complete migration.
Our well-protected data centers, which are available globally, guarantee minimal latency. In case of any disruption or unexpected event, you can still work from anywhere as a team using the cloud-based Workplace suite.
Insights in an instant
Sifting through rows and columns of data takes time. With visual representation, Zoho Workplace empowers you to read and understand your data in a single glance. Sparklines, the customizable in-cell charts, helps you visualize the increase in your profit margin. Use Race charts to bring your year-on-year sales figures to life with animated charts. Do you have too many things on your plate? Just ask Zia. This nifty personal data analyst pulls up charts and insights from your questions.
Compliant, not complacent
Compliance is everyone's responsibility. Create awareness for mandatory compliance and security practices. Use the intranet Connect to keep every employee, partner, and stakeholder in the loop. For instance, you can flag “General Data Protection Regulation (GDPR)” as Mandatory Reads for all employees to read and acknowledge.
An easy-to-track trail
During your audit, your auditor asks for a report of all the changes made to the Service Level Agreement (SLA) spreadsheet, including who made the changes and when they made them. But extracting this data is like finding a needle in a haystack. The Audit Trail feature allows you to see the last 1,000 edits made to the spreadsheet, including who made them and when. Filter this feature based on names, dates, or even cell ranges.
Work with real data
Your analysts might work with dynamic data that is constantly changing. Working with outdated data leads to grave errors which may cause financial, reputational, and operational losses. Collaborative productivity suites—such as Writer, Sheets, and Show—help you maintain data such as stock prices, sales figures, and product pricing synchronously. When data is changed, it’s reflected immediately to all of the collaborators. It enables cross-functional teams to work remotely.
What more can Zoho Workplace offer?
Workplace is secure, efficient, and compliant with ISO 9001:2015 (QMS), among other prominent industry standards. What more does it offer?
The power of choice
Empower yourself with choice. In addition to choosing the migration method, you can choose the plan that’s right for you. Workplace offers a range of subscription plans with storage that suits your needs. Enjoy additional storage using the flexible storage options.
Contextual Integrations
Work in tandem with other applications, like Zoho Invoice to create invoices, bill clients, and track expenses, and Zoho Books for cash flow predictions, and more. Seamlessly integrate with third-party applications such as Asana, Jira, and more to track your financial goals, or process incoming budget requests.
Hear it from our customers!
Safeguard your company data and feel confident with an iron-clad security and compliance
“Our company's stance on privacy strongly resonates with Zoho's commitment to user privacy, making it a natural choice for us. It's worth noting that Zoho Workplace's product fulfilled and exceeded all of the security requirements set by RBI NBFC-MFI. Furthermore, their adherence to universal data privacy and security standards like GDPR, HIPPA, SOC 2 Type II, and the like further solidifed our trust”.
Frequently Asked Questions
How secure is your service?
Your data is encrypted both in transit and at rest. Your emails are protected against data leaks, phishing, email spoofing, and other attacks. Because we’re GDPR-compliant, your personal data stays personal.
How do I migrate my data from a different provider?
Migrating from your current service provider to Zoho Workplace is simple. Learn more about email migration here.
Can I add external participants to my channels for important updates?
You can add external participants to your Cliq channels or your Connect networks without compromising convenience or safety. Allow permission and grant access to data on a need-to-know basis.
Do you provide eDiscovery and email retention facilities?
Yes! eDiscovery licenses you to search and access any email, while email retention keeps valuable email data for a predefined period.