Secure Document Sharing For Finance and Financial Services

Secure sharing for Finance

Spend more time building relationships with the mission-critical document sharing platform for finance teams.

Thousands of productive teams trust Sizle
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Go beyond file sharing

Create delightful document experiences and make better, data-driven decisions.

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What is Sizle?

Sizle’s ECM for Finance helps organizations in the financial services industry reduce costs, improve efficiencies, and satisfy numerous compliance requirements.

Sizle’s secure document sharing applies to virtually all financial services, including investment banks, lenders, accounting and business advisors, data compliance, PII/IP protection, and more.

Sizle for Financial Services

Secure sharing made simple

With Sizle, organizations in finance have access to a secure document sharing solution suitable for a variety of compliance requirements. For example, teams and platforms that are required to protect Personal Identifiable Information (PII) and Personally-Identifying Information (PII).

Sizle allows for securely sharing files mission-critical documents and information. Teams can send and receive documents containing sensitive information and deliver exceptional customer and patient outcomes, all while knowing that their data is secure

Sizle Document Analytics
Sizle Document Analytics

Reduce risk of data breach

Many industries are required to comply with strict laws safeguarding customer data, Financial institutions are no exception to the various laws in place to protect their clients’ data. Sizle prioritizes document security and safeguards sensitive data to give you peace of mind.

Secure and compliant file sharing

Sizle’s enterprise content management system for Finance gives organizations the tools to ensure compliance with data protection laws and safeguard customer information. Sizle helps companies reduce costs, improve efficiencies, and satisfy numerous compliance requirements.

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Secure document sharing

Sizle provides a secure document and file sharing platform that allows greater levels of document governance, transparency and collaboration.Sizle is easy to use and teams can can create, share, and manage documents through an intuitive, drag-and-drop interface. Meanwhile, business partners, clients and customers get a streamlined and engaged document experience every time.

Document security hygiene

Sizle gives you complete control over the security of your documents. Audit logs, which show what was viewed or changed on any document that has been shared and personalized access controls restrict access to only those you choose. We believe that privacy is paramount and empower teams to take control of their document security hygiene.

Protect your documents

Sizle helps you speed up your sales workflow, reduce cloud storage and infrastructure costs and satisfy numerous compliance requirements with greater document security and governance.

Collaborative analysis

Sizle allows teams to exchange mission-critical documents with clients, see how files are viewed and engaged with and use smart alerts to make better, data-driven follow ups.

Join people in over 130 countries

Give your team an edge with the fast, secure document collaboration.


  • 1-click secure document delivery
  • Easy automation workflows
  • Team sharing and collaboration
  • Drag-and-drop files from desktop


  • 1:1 and group PIN Access
  • Viewer email address opt-in
  • Advanced document governance
  • Document expiry and burn


  • Real-time file interaction alerts
  • Rapid viewer response
  • Live viewer analytics
  • Zero document quality loss

Frequently asked questions

What is Sizle?

Sizle is a collaborative document platform that helps you create and share mission-critical documents more safely and effectively.
No matter what you’re sharing, ensure the right files are sent to the right people at the right time.

Who is Sizle for?

Sizle was built to improve the daily lives of individuals and teams that rely on paperless documents to run and grow their business. Built for simplicity and speed, Sizle connects the dots in your workflow to unlock efficiency and protect your information with the only end-to-end document toolkit built for remote work.

What do document viewers think of Sizle?

People in more than 130 countries use Sizle to delight their customers, clients, partners and more every day. Sizle's distraction-free reader and industry-leading document engine gives viewers a fast, reliable and engaging document experience every time.

Can I use Sizle for free?

Yes! Sizle is free for individuals and small teams. Click here to get started for free today.

Testimonials and reviews

What people are saying about us.

Simple sharing.
Powerful insights.