BANKS, CREDIT UNIONS AND FINANCIAL SERVICES

Our platform and products are designed by bankers for the financial services sector to work easily and securely with digital consumers and employees.

The “New Normal” has forever changed how customers and non-customers want to get documents to and from their trusted financial institution. The recent switch to contactless banking makes being able to work “digital” now more important than ever if you want to remain competitive.

Organization Collaboration StrongBox

REDEFINING WORKING REMOTE

The Organization Collaboration StrongBox solves all the inbound paper problems digital consumers and financial service organizations face today. The technology eliminates the pain points in existing document exchange workflow and secure email products when exchanging files and data between the financial services organization and its customers, businesses and external third parties.

  • Fast Deployment – up and running in less than a day with no IT involvement

  • Passwordless Upload Folders – eliminate end-users from needing usernames and passwords or sending email attachments to you

  • Full Text Indexing – automatically builds tags and search words and phrases so you don’t have to

CHECK OUT OUR ORGANIZATION COLLABORATION STRONGBOX
Digital Vault

DIGITAL VAULT AND PERSONAL DATA STORE

As the amount of digital documents increase, Financial Institutions have a unique opportunity to provide customers with:

  • An online option to store files containing sensitive personal information with their trusted bank, credit union or wealth management firm

  • Organizations can place this online safe behind Single Sign On

  • A modern way to organize files for legacy planning

LEARN MORE ABOUT OUR DIGITAL VAULT
Digital Vault Features

“PASSWORDLESS” FILE EXCHANGE PLATFORM

Organizations can leverage the security of Virtual StrongBox to:

  • Share files back-and-forth directly through the platform

  • Share documents with a third party through a unique share link

  • Leverage APIs to drop documents automatically in the Organization’s file library or in an individual’s Virtual StrongBox

LEARN MORE ABOUT “PASSWORDLESS” FILE EXCHANGE

Here are just some of our digital vault use cases

Send receipts directly from the line to Virtual StrongBox. This tool is sticky, opening a personal data store via an API for customers to save their most sensitive documents with you.

Many of our clients have found their marketing departments need a way to collaboratively share documents with colleagues and vendors. When dealing with customer information and heavy files, they need a secure and easy method to share files.

Have a space where advisors can collaborate with their wealth management customers, storing essential documents long term and securely sharing files.

We have over 20 APIs that allow organization to improve workflows. Drop documents directly from one platform into a users’ StrongBox, making things like sharing closing packages and electronic receipts as simple as checking a box and pressing send.

Like a virtual FedEx man at your customers’ door, request a signature before a shared document can be accessed.

The solution can be used to store any documents shared between you and customers long term. With 6 security patents and Total Information Privacy & Protection, users can rely on this platform to back up any sensitive digital documents containing Personally Identifiable Information.

Financial service providers have a few options for sending and receiving the necessary documentation to complete transactions. Loan officers can collect documents from potential customers via a share link or place a closing packing in the users StrongBox for safe keeping

Employees can leverage share links to disseminate large or sensitive documents internally or externally. With our direct sharing tool, file exchange, employees can share documents with one user, multiple users, a group or all users

Save time and money by sharing documents with state examiners. Our collaborative share link allows the organization to send and receive documents through email. Organizations can also set up temporary Virtual StrongBox for examiners so they can keep the documents securely for as long as they see fit.

This add-on form tool allows organizations to collect additional information, including forms that need electronic signatures, in the same platform where they will be collecting documentation.

WE LOVE OUR INNOVATIVE CLIENTS

Join the hundreds of financial institutions across North America that are innovating with Virtual StrongBox today.

Read what our clients are saying

STANDARD, PREMIUM AND ENTERPRISE VERSIONS AVAILABLE

Select the version of Virtual StrongBox that fits your strategy and budget. We understand your business needs may not be the same as the company next door. That is why we have provided different options to fit your specific strategy.

View Features & Pricing

Contact Us

Submit the form to request more information about starting your digital transformation project.