Organization Collaboration StrongBox

A multi-user workspace designed for the financial services sector to securely collect, protect and exchange documents with consumers.

Our technology solves the inbound document problems faced today by eliminating pain points in existing document collection and exchange workflow.

There’s no cumbersome, unfriendly consumer registration process inherent with secure email products. In addition, the passwordless exchange folders allow users to quickly collect documents with just one click. On top of that, the enhanced file restriction capabilities stop unauthorized file types from reaching your organization.

HERE ARE JUST SOME OF OUR CLIENT USE CASES

Collecting post-closing business lending due diligence documents for the business lending group

Collecting a picture of a missing title in closing packages via a mobile device

Secure password-less upload link in employees’ email signature lines

Collection & exchange of documents in commercial lending

Collecting indirect lending packages from auto deaferships

PPP Lending process & forgiveness document collection

Collecting & exchanging documents in business lending

Transferring large files in the marketing design process

WE’RE CHANGING THE WAY WORK GETS DONE

KEY BENEFITS

Fast Deployment – up and running with little to no IT involvement
Ease of Use – intuitive user experience for both employees and customers
Passwordless Upload Folders – eliminate end-users needing usernames and passwords or sending email attachments
Full-Text Indexing – automatically builds tags, search words and phrases
Multi-file Download Capabilities – it’s easy to move all files and folders at once to workflow processes
Group Notifications – sends emails and text to assigned groups when documents loaded so nothing gets missed
Dynamic platform – expand users, add groups and adjust to your workflow as needed
Document retention – access doesn’t expire like it does in secure email tools
Security – patented encryption, file restrictions, user roles, MFA and audit trails
No software or outlook plug-ins required – Designed with a Consumer-first strategy in mind