Document Management for Credit Unions
Empower Your Credit Union with SmartVault’s Cloud-Based Document Management System and Client Portal which allows for safe and secure file sharing.
Unite Your Bank, Members, and Employees with Digital Document Management
Empower Your Credit Union
Increase Security and Compliance
Make Member Collaboration Effortless
Streamline Processes, Increase Alignment
Facilitate User-Friendly Processes
Ensure Business Continuity
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.
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 Customer Portal Branded with your Logo
- Advanced Security, Compliance, & Governance (FINRA, HIPAA, SEC, GLBA, CCPA)
- Audit Reporting & Activity Logs
- Request, Track, and Collect Member Documents
- Customized Folder Templates
- U.S. Based Support
2 user minimum $70 per user/month billed monthly
Serving All Corners of Financial Services
Community Banks
Credit Unions
Financial Services Firms
Ready to See the SmartVault Difference?
Don’t wait until it’s too late. Sign up for a consultation today and take the first step towards safeguarding your business and your customers’ trust. We look forward to helping you ensure that your business is fully compliant with the FTC Safeguards Rule.
