Industries · Finance

Compliant disclaimers in every mailbox, provably

In financial services the signature is where the regulator looks. The wording has to be exact, present everywhere, and you have to be able to show when it changed.

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What finance teams use it for

Regulatory disclaimers

One field, owned by Compliance, rendered identically in every signature on the account.

Entity separation

The advisory arm and the brokerage keep separate brand kits and separate footers.

Evidence on demand

Who changed the disclaimer, and when — in a table you can export.

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Why it matters in finance

Control you can evidence

  • Disclaimer owned by Compliance and locked to everyone else
  • A dated audit log of every change to the wording
  • Separate kits for regulated and unregulated entities
  • No recipient tracking that would complicate your privacy notice
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Typical results

employees under one SOC 2 rollout
0 +
disclaimer coverage after deployment
0 %
recipient-level data collected
0
We scaled signatures to two hundred people without adding a single item to the compliance risk register.
Jonah Feldman
Head of Operations, Unit Finance

Built for the way finance teams actually send email.

Fourteen days, every feature, no card.

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