three-methods-of-file-exchange

With Virtual StrongBox, your customers will not only have a secure place for their digital files, but also a safe way to exchange those documents. There are three ways to exchange documents using Virtual StrongBox.

Exchanging a file with others

Let’s say your customer’s daughter needs a copy of her passport because she lost her physical documentations while traveling abroad. The customer can email a secure link to her travel information to help her get in touch with the embassy and find her way home.

Your customer can decide how many times someone can use the link to download the file directly from your StrongBox. Once the link is used, no other person who might have access to that email would be able to use it. They can also make sure the link expires in a certain amount of time. If your customer accidentally sent the email containing the link to the wrong person, they have the ability to revoke access to the link at their discretion.

Someone exchanging files with you

Your accountant wants to send your tax return. Using the online safe deposit box, you create a hyperlink that you send by email to your accountant, who can then upload the file directly to your StrongBox.

The Financial Institution sharing files one-to-one

With Virtual StrongBox, financial institutions also have the opportunity to exchange digital documents by pushing them into their customers’ StrongBox. This is beneficial for two reasons: your financial institution saves on printing costs and you spread the word about Virtual StrongBox.

Showing your customers the types of documents that should be placed in their StrongBox, also starting a one-to-one conversation with someone from your institution directly with the customer, is a fantastic way to promote the value of My Virtual StrongBox.

If you want to learn more about Virtual StrongBox, and discuss how other institutions are using the sharing capabilities to their advantage, register for the webinar today.

2017-10-14T14:56:35+00:00July 14th, 2017|