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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.


Teams save time every day with Sizle’s smart workflows


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


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


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

Frequently asked questions

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Can I use Sizle for free?

Yes! Sizle is free to get started. Click here to sign up.

What pricing options are available?

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

Can I use my own URL and logo?

Yes! Sizle is a white-label enabled platform. 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.

What if I need more team member 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 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.

Do recipients need to sign up to view a file?

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

Does Sizle work on mobile?

Yes, the Sizle dashboard, analytics workspaces and documents are responsive on all mobile devices.


Trusted by teams in 153 countries

Simple sharing.
Powerful insights.

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