Best Practices
Streamline Your Financial Institution With Client Portals
Unite Your Bank, Customers, and Employees with Digital Document Management
Modernize Financial Services
SmartVault redefines financial services. Elevate client experiences, streamline operations, and foster growth with our cloud-based document management and client portal.
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.
Promote Client Collaboration
Simplify client interactions with secure, 24/7 access to documents. Elevate satisfaction and streamline processes with SmartVault’s intuitive client portal designed for financial services.
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 document management solution. From custom forms to seamless integrations, empower your team and clients 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 financial services.
Turn complex financial service tasks into efficient, manageable processes
Reduce application times, provide better customer service, and efficiently manage every application and form across your business with a secure client portal.
More Info
SmartVault empowers teams and customers to work better together.
Optimized for financial services organizations and institutions with extensive document workflows, secure file sharing, advanced security requirements, and a commitment to exceptional customer experiences.
Business Pro Plan Includes:
- Unlimited Cloud-Based Document Storage
- Secure Customer Portal Branded with your Logo
- Advanced Security, Compliance, & Governance (FINRA, SEC, GLBA, CCPA)
- Audit Reporting & Activity Logs
- Request, Track, and Collect Customer 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
