This article explains how financial institutions and finance teams—such as banks, wealth managers, investment firms, and compliance teams—can use Bunkor as a secure staff portal for finance to safely share and manage sensitive internal documents without relying on email attachments or consumer file-sharing tools.

Why Use a Secure Staff Portal for Finance Teams?

Finance and financial services organizations handle highly sensitive internal information, including employee records, compliance documentation, risk assessments, audit materials, and confidential operational files. Using email attachments, shared drives, or consumer file-sharing platforms increases the risk of unauthorized access, data leakage, and regulatory exposure.

Many organizations adopt a secure staff portal for finance teams to:

• Protect sensitive financial and operational data
• Support regulatory and compliance-driven workflows
• Keep staff documents encrypted and access-controlled
• Securely share large or sensitive files across teams
• Avoid confidential files residing in inboxes or unsecured links
• Maintain clear access control, auditability, and accountability

Two Ways a Secure Staff Portal for Finance Shares Files

Bunkor provides two primary methods for securely exchanging files internally. The right option depends on whether you need ongoing staff access or one-time or time-limited delivery.

Option 1: Vaults (Secure Staff Portals for Finance)

Best for: Ongoing internal access and long-term records

Vaults function as secure staff portals for finance teams, allowing controlled, ongoing access to sensitive documents in an encrypted environment. Many organizations create one Vault per department, team, or compliance function (e.g., Risk, Compliance, HR, Operations).

How Vaults Work

• Each Vault can be dedicated to a specific team, role, or function
• Files remain available until access is removed or files are deleted
• If a file is deleted, it is no longer accessible to anyone
• Access does not expire automatically, making Vaults ideal for audits, compliance records, and internal reference

Sharing a Vault

You can share a Vault in two ways:

1. Invite by Email

• Share the Vault with a specific staff email address
• Assign a role (e.g., Viewer or Uploader)
• Staff members create a Bunkor account and access the Vault under “Shared with me”

2. Secure Share Link

• Share a private URL to the Vault
• Enable password protection in the Vault settings for additional security
• Passwords cannot be reset, so teams often use internal authentication policies or secure internal password management practices

Collecting Documents from Staff

Vaults also support secure internal document collection:

• Assign staff the Uploader role to submit files securely
• Create File Drop pages connected to specific Vaults

File Drop pages can be branded with your organization’s identity, and any files uploaded through the link are automatically saved to the appropriate Vault.

Option 2: Secure Email (Time-Limited Access)

Best for: One-off or time-sensitive internal document sharing

Secure email allows finance teams to send files as protected attachments with built-in expiration controls.

How Secure Email Works

• Files are sent as encrypted secure attachments
• You choose when access expires (after download, or 1–14 days)
• Once expired, the recipient can no longer access the file
• The file and its audit record remain visible in your sent folder

Secure email is ideal when ongoing access is not required.

Recommended Secure Staff Portal Setup for Finance & Compliance Teams

For most finance organizations and financial services teams:

• Use Vaults as internal staff portals for compliance, audit, and operational documents
• Pair Vaults with File Drop pages to securely collect documentation from staff
• Use Secure Email for one-off or time-limited document delivery

This setup supports strong security and compliance today while remaining scalable as teams and regulatory requirements grow.

Get Help Setting Up a Secure Staff Portal for Finance Teams

If you’d like help:

• Structuring department- or role-based Vaults
• Supporting compliance and audit workflows
• Setting up File Drop pages for internal document collection
• Aligning secure sharing with internal policies

Our team is happy to help you get started.

Bunkor
A secure staff portal built to protect sensitive financial and compliance data

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