Secure, Scalable Document Management for Financial Institutions
From streamlining operations to protecting sensitive data, SmartVault helps financial institutions securely collaborate, increase efficiency, and enhance customer or member experiences through a cloud-based platform.
Why Financial Institutions Choose SmartVault
Whether you’re a regional community bank, credit union, or a financial services firm, SmartVault’s document management and client portal solutions help you go paperless, stay compliant, and serve your customers or members with ease.
Secure & Compliant
Simplified Client & Member Collaboration
Built to Scale
Outdated Processes Are Slowing You Down
SmartVault digitizes and standardizes your document workflows across departments, so your teams can do more with less.
- Teams use different systems to store and send documents, causing delays and confusion
- Sensitive documents are sent via email or shared insecurely
- Audit prep is manual, error-prone, and stressful
- Staff wastes time with repetitive tasks like scanning, renaming, or printing forms
- Customers or members get frustrated navigating clunky file processes
Designed for the Demands of Financial Institutions
Every feature is designed to meet the security, compliance, and workflow needs of financial institutions, letting you focus on your customers instead of your files.
- Secure document storage and file sharing
- Branded client/member portals with 24/7 access
- PDF form filling and eSignatures (DocuSign integration available)
- Workflow automation, templated folders, and role-based permissions
- Bulk upload/downloads and request docs tool
- Unlimited storage, guest users, and file sizes
- SOC 2 Type 2 Compliant and enterprise-grade encryption
- Audit-ready trails and secure retention policies
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.
Competitive Comparison: Why Financial Institutions Prefer SmartVault
Upgrade to Business Pro for Financial Services Workflows
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:
- Financial services-specific folder templates and sample workflows
- Onboarding guides and best practices tailored to banks, credit unions, and financial service providers
- Enhanced permissioning and compliance configurations
- Personalized onboarding with a customer success expert
- Branded templates for document requests and digital communication
- Tools to streamline document retention policies across departments
3 user minimum $70 per user/month billed monthly
Serving All Corners of Financial Services
Community Banks
Credit Unions
Financial Services Firms
Have Questions? We’ve Got Answers.
Is SmartVault secure enough for financial institutions?
Yes. We’re SOC 2 Type 2 Compliant and help you meet FINRA, SEC, GLBA, HIPAA, GDPR, and CCPA regulations.
Does SmartVault work across departments?
Yes. From lending and compliance to HR and leadership, SmartVault helps teams securely collaborate and centralize their file workflows.
What’s included in the Business Pro Plan?
Business Pro includes custom folder templates, onboarding and training tailored to financial institutions, advanced security configuration, and resources to simplify compliance and internal policy management.
Can SmartVault integrate with our existing systems?
Yes. SmartVault integrates with popular tools like DocuSign and supports open workflows that complement your existing tech stack. Our team will work with you to ensure a smooth transition and interoperability.
