The Developer API for finance
Accountants, advisers and financial firms use email to keep clients informed and to tell them something needs their attention. Keep account numbers, balances and documents out of email; send a notice and a link to your own portal instead.
- Notices that point to your portal
- Newsletters clients asked for
- An address clients can trust
With the Developer API
Account notifications that send people to your portal
- A notice, not the statement
Send “Your statement is ready” with a link to sign in, rather than attaching the statement or putting figures in the email.
How it works - Narrow API keys
Give your app a sending-only key limited to your domain; keys are shown once and can be revoked straight away.
How it works - Signed webhooks
Check each event's signature before your system acts on a bounce or complaint.
How it works
Also in your account
Where the other products fit
iResendly Marketing
Client newsletters and deadline reminders
- Newsletters by interest. Tag clients by the services they use and send each group the updates that apply to them. Leave account details out.
- Deadline reminders, scheduled. Write a filing or renewal reminder ahead and schedule it for the right morning.
- Your address in every footer. Each sender carries a physical address, shown in the footer of your emails as anti-spam law expects.
iResendly Mail
Mailboxes for advisers on the firm's domain
- SPF, DKIM and DMARC checked. The DNS tab checks your mail records and says exactly what's missing, so mail from your domain is easier to trust.
- Spoofed mail sent to Spam. Incoming mail that fails its sender's strict DMARC policy goes to Spam, and staff can block senders and domains.
- Offboarding in one place. Suspend a mailbox, reset its password or sign it out on every device from the console.