Best Practices
Streamline Your Financial Institution With Client Portals
Unite Your Bank, Members, and Employees with Digital Document Management
Empower Your Credit Union
Revolutionize banking with SmartVault. Deliver personalized financial services, strengthen community bonds, and foster growth.
Increase Security and Compliance
SmartVault’s security is your digital armor. Protect sensitive data with advanced security measures that supports compliance (FINRA, SEC, GLBA, HIPAA, GDPR, CCPA, and more) through bank-grade encryption, automatic backup, and granular access controls.
Make Member Collaboration Effortless
Simplify member interactions with secure, 24/7 access to documents. Elevate satisfaction, drive referrals, and streamline processes with SmartVault’s intuitive client portal.
Streamline Processes, Increase Alignment
Boost team efficiency and satisfaction. SmartVault’s user-friendly platform digitizes workflows, eliminates manual tasks, enables flexible remote work, and comes with unlimited storage and free guest users.
Facilitate User-Friendly Processes
Simplify operations with SmartVault’s intuitive cloud-based solution. From custom forms to seamless integrations, empower your team and members with technology designed for all levels of expertise.
Ensure Business Continuity
Guard against disruptions with SmartVault’s cloud-based system. Ensure quick recovery, reduce vulnerability, and maintain uninterrupted operations for your credit union.
Turn complex banking tasks into efficient, manageable processes
Reduce application times, provide better customer service, and efficiently manage every application and form across your credit union with a secure client portal.
More Info
SmartVault empowers teams and members to work better together.
Our document management system is optimized for financial services organizations with extensive document workflows, advanced security requirements, and a commitment to exceptional member experiences.
Business Pro Plan Includes:
- Unlimited Cloud-Based Document Storage
- Secure Member Portal Branded with your Logo
- Advanced Security, Compliance, & Governance (FINRA, SEC, GLBA, CCPA)
- Audit Reporting & Activity Logs
- Request, Track, and Collect Member Documents
- Customized Folder Templates
- U.S. Based Support
Business Pro
For businesses with heavy document workflows and advanced security needs
$50
per user / month, billed annually. 2 user minimum $70 per user/month billed monthly
