Document Management for Regional Banks
Transform the Banking Experience with SmartVault’s Cloud-Based Document Management System and Client Portal, allowing safe and secure file sharing.
Unite Your Bank, Customers, and Employees with Digital Document Management
Comprising powerful tax, accounts, VAT, and practice management solutions, every product is precision-engineered to future-proof your practice. Document Manager powered by SmartVault provides a GDPR compliant document storage and file-sharing portal for you to collaborate with your clients in a secure, professional way.
Document Manager is built for accountants, with productivity features including automatic alerts when files are uploaded or downloaded by clients, and file locking when editing to improve internal collaboration.
Empower Community Banking
Increase Security and Compliance
Make Customer Collaboration Effortless
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 business with a secure client portal.
SmartVault empowers teams and customers to work better together.
Optimized for community bank organizations with extensive document workflows, 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, HIPAA, SEC, GLBA, CCPA)
- Audit Reporting & Activity Logs
- Request, Track, and Collect Customer Documents
- Customized Folder Templates
- U.S. Based Support
3 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?
Book a 15-minute demo to see exactly how SmartVault can work for your business.
