Secure Document Sharing for Banks & Insurers
Where?
Privitty is used across banks, NBFCs, insurance companies, and financial institutions for secure communication with customers, partners, and internal teams. It fits seamlessly into bank branches, digital banking channels, call centers, DSAs, field agents, auditors, legal teams, and outsourced service providers.
It is ideal for environments where highly sensitive documents—such as KYC records, account statements, loan papers, policy documents, and claims—must be shared securely while meeting strict regulatory and audit requirements.
Why?
Financial institutions regularly exchange confidential customer and financial data using email, messaging apps, PDFs, or portals that provide limited control once documents are shared. These channels expose banks to data leakage, unauthorized forwarding, identity exposure, and long-term storage of sensitive information.
Regulatory frameworks such as RBI, IRDAI, GDPR, and internal audit policies demand tighter access control, traceability, and data minimization. Privitty addresses these challenges by enabling time-bound, revocable, and identity-free document sharing—ensuring institutions retain control throughout the document lifecycle.
Use-Case
Banks and insurers generate a secure QR code or link for customers during onboarding, loan processing, or claims verification. Customers access a temporary private channel to view and submit documents—without sharing phone numbers or email IDs.
Access remains limited to the required processing window. Once a case is closed or risk is detected, documents and conversations are instantly revoked.
Applications:
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Share KYC documents, statements, and disclosures securely
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Deliver loan papers, sanction letters, and approvals
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Exchange policy documents and claims-related files
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Enable view-only, non-forwardable document access
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Instantly revoke access when cases close or risks arise
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Maintain audit trails for compliance and dispute resolution
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Secure collaboration with DSAs, agents, auditors, and BPOs