Simon Bates
Overall Experience
"Financial security is paramount to our firm. We engaged Raafi Infotech to build a highly secure document exchange portal for our clients. They delivered an incredibly robust application using AES-256 encryption. The interface is purposefully minimal, allowing our older clients to easily upload their tax documents without getting confused. The integrated digital signature workflow is legally compliant and completely frictionless. They are serious engineers who understand enterprise security."
The Challenge
High-net-worth clients were sending highly sensitive tax documents via unencrypted email. We desperately needed a secure, frictionless way for them to upload files and sign disclosures.
Why Raafi Infotech
They built a military-grade encrypted portal. Clients receive a secure, one-time link via SMS. They simply drag their PDFs into the browser, and the files are encrypted before ever hitting the server.
Outcomes & Results
We successfully migrated 100% of our clients away from insecure email attachments, completely neutralizing a massive cybersecurity liability for our firm.
Advice to Others
Do not cut corners on security. Raafi's backend engineers are highly capable of building systems that comply with strict financial regulations.
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