Employees and customers can share and store documents necessary to complete transactions manually or automatically with APIs.
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.
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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.
If Virtual StrongBox is stored behind Single Sign On, customers can organize their will and other essential documents so their executors or beneficiaries will find their digital documents in one place.
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.
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
FILE EXCHANGE PLATFORM
Financial institutions’ customers 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 individuals Virtual StrongBox