BANKS, CREDIT UNIONS AND FINANCIAL SERVICES
Designed by bankers to help financial services firms work easily and securely with digital consumers and employees.
The “New Normal” has forever changed how consumers want to get documents to and from their financial services provider. The switch to contactless banking makes being able to work “digital” now more important than ever to remain competitive.
REDEFINING WORKING REMOTE
The Organization Collaboration StrongBox solves all the inbound paper problems digital consumers and financial services organizations face. The technology eliminates the pain points in existing document exchange workflow and secure email products when exchanging files.
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
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
“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
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
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.
Contact Us
We’d love to hear from you and discuss how we might be able to help.