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Secure Document Sharing For Finance and Financial Services

Secure sharing
for Finance

Spend more time building relationships with the document collaboration platform for finance teams.

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Go beyond file sharing

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

Sizle Presentations

What is Sizle?

Sizle helps organizations in the financial services industry improve efficiencies, and satisfy numerous compliance requirements. Sizle’s secure document sharing benefits virtually all financial services, including banking, lending, venture capital, accounting, data compliance, PII/IP protection, and more.

Sizle for Financial Services

Secure sharing made simple

Sizle helps you share information quickly and effectively. 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

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.

Peace of mind

Sizle’s content management system for finance gives teams the tools to ensure data protection compliance and safeguard customer information.

Sizle Link Analytics

Secure document sharing

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. Grant, restrict or revoke access to documents at custom intervals or triggers. Sizle helps teams take control of their document security hygiene in a single click.

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.

Customers

Teams save time every day with Sizle’s smart workflows

Sales

  • Branded customer rooms
  • Reduce sales touchpoints
  • Build document workflows
  • Close fast with live analytics

Marketing

  • Securely share assets
  • Accelerate client approvals
  • Collaborate with your team
  • Capture audience leads

Training

  • Deliver lectures online
  • Track content engagement
  • Request viewer responses
  • Email opt-in gateway

Frequently asked questions

Can I use Sizle for free?

Yes! You can try Sizle free for 7 days, no credit card required. When your trial ends you’ll keep everything, and can choose to upgrade or stay on Free. Click here to sign up.

What if I need more team seats?

Seats are included on a per workspace basis. If you need more workspace seats, you can add them at an additional cost and remove them as required.

Can I use my own URL and logo?

Yes. You can add a custom domain (CNAME) to replace the default Sizle URL when sharing documents, and you can upload a custom logo to replace the default Sizle branding.

Do viewers need to sign up?

No, viewers can receive documents you share without logging into Sizle.

What plans are available?

Monthly and annual subscription options are available. Annual plans are discounted by 30%.

Can I change my plan later?

Yes! You can upgrade, downgrade and manage user seats at any time. As your business grows and changes we can help with changing your plan to reflect your needs.

Reviews

Relied on by teams in over 153 countries

“The best part about using Sizle is the analytics. It gives me great joy to find out who viewed it, which slides they focused on, and for how long.”

CK. PatelSoftware Architect at McKinsey & Company

“Understanding when, where, and how much the recipients of our decks are engaged helps tremendously with our follow-up.”

Tom DenisonFounder of SmartHealth Biotech

“The insights and analytics are detailed and useful. No longer do I have to wonder if a client has opened an email.”

Brandon J.Recruitment Consultant at Wyn&Co

“Shared with the sales team who were amazed that they could "see" what slides the clients were reviewing in real-time.”

Scott DaviesEngineering Sales, Briggs PLC

“Sizle is incredibly easy to use. Simply upload your document and choose your sending options and you get detailed analytics on who viewed it.”

Zunaid K.Consultant at Profit Flow

“Seeing how much time prospects spend on each slide of a presentation a helps us optimize all of our sales and marketing collateral.”

Oliver HeycoopFounder of Altatek Motorsport

“I find the concept of using a presentation together with a lead capture workflow genius, I use Sizle when I need to send a document to a new prospect.”

Tayshiro K.Community Manager

“Sizle is a great tool to easily share files that we do not want to be copied or modified.”

Alexandre dos Santos P.Professor at University of Lavras

“Sizle met our expectations then surpassed them when we saw what a big difference knowing how a client is engaging with our proposal makes.”

Sorin A.Digital Marketing Manager

“From the ability to quickly create a document to the selection of secure ways to share it and even view analytics, Sizle has improved my document-sharing process.”

Seth D.Health Coach

Simple sharing.
Powerful insights.

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