This will put a security wall between the customer’s financial information – and the world.

Money has always been a sensitive subject. But in the digital age – money is not just numbers, but information. And where there is information – there is also risk.

If you are an accountant, financial advisor or portfolio manager, you touch your clients’ most sensitive information every day: bank statements, investment plans, liabilities, inheritances, contracts, partnership documents – information that once leaked, cannot be taken back.

As information moves from place to place – via email, WhatsApp, in the cloud – the line between security and hacking is becoming increasingly blurred.

The question is not whether you protect the information, because you are certainly doing the best you know how.
The question is – did you know that information can be protected much better?

Every document is a potential for damage.

We are used to thinking about information security in terms of IT systems, antivirus or passwords.
But in practice, the real danger lies in the routine delivery of information, as soon as you send a document to a client:

• In a PDF file locked with a password.
• Temporary link to a cloud service.
• Or even as an attached WhatsApp message.

Once the document is released, your control ends.

And you don’t really know where it will be stored, who it will be passed on to, or who else will read it.

Today’s threats don’t just come from hackers.

When we talk about financial data breaches – the threat doesn’t always come from a foreign source.
In many cases, it’s people close to the customer: a former partner, a family member, a junior employee with access, or even a curious child, or a typo in the email address

It’s enough that the document was saved on an open family computer, or the customer accidentally shared the wrong link – and the sensitive information was out there.

And unlike money, broken trust cannot be restored.

It’s time to upgrade the defense.

This is where Capsule comes into the picture – a platform for transferring sensitive documents, which creates a protective wall not around the file, but around the connection between the sender and the recipient.

Instead of a general password that is sent along with the email, Capsule uses smart technology to create personal security questions, based on the customer’s memories, experiences, and biographical content.

for example:

• “What was the model of your first bicycle?”
• “What was the name of the teacher everyone was afraid of in high school?”
• “Where did you go for a walk after the army?”

The document is opened only if the recipient answers correctly – and only if they are really who you meant.

What if someone tries to guess?

Here is a surprising capsule with an additional layer of protection – spoofing.
Instead of blocking incorrect access attempts overtly – the system allows you to send a dummy file: an innocent or harmless version of the document (or video or image), which the sender defines in advance

If someone answers the questions incorrectly – they are not blocked. They are given access to the fake file – without knowing that it is not the real information.

This way, you not only block a hacking attempt – you also deceive the attacker and neutralize the risk without arousing suspicion.

All you need is to know your customer.

For Capsule to protect the information, you only need to enter initial information about the customer or upload an image/text related to him.
The system will already know how to create questions based on personal connection – not on technology.

It’s not another complex password.
It’s not another two-step verification.
It’s human, smart, sophisticated security – with a built-in backup plan.

Transparency and control – at the regulatory level

Capsule not only protects, it also records:
Using blockchain technology, every attempt to send, open, or share is recorded and signed – so you know exactly who saw what, when, and how.

In conclusion:

Your client gives you access to what matters most to them:
Their money. Their assets. Their future.

Your way to repay him is to protect him, not only in the personal meeting, but also in every file transfer.

With a capsule, you don’t just keep the information – you keep control.
And even if someone tries to break in – you’ll send them to exactly the wrong place.