Financial Services

Transform Your Financial Services with SmartVault’s Cloud-Based Document Management System and Client Portal, allowing for safe and secure file sharing.

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 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 tasks into efficient, manageable processes

Reduce application times, provide better customer service, and efficiently manage every application and form across your business.
More Info
Loan Origination System (LOS)
Loan Origination System (LOS)

SmartVault empowers teams and customers to work better together.

Optimized for financial services 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, 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
per user / month, billed annually. 2 user minimum $70 per user/month billed monthly
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With SmartVault, we're communicating with our clients much more efficiently in a secure and fast way, all while staying organized in the back office. The platform has increased our efficiency by about 15% and provides high-end security at an attractive price point.
Ethan Anderson Portfolio Manager Denewiler Capital Management
SmartVault has improved our processes so much that I can confidently say it's increased our efficiency by 75%.
Benjamin Copeland Owner Copeland Financial Services

See Why A Customizable Client Portal Is a Game-changer for Financial Services Firms

Resources - Infographic - What Are Client Portals
Best Practices
Streamline Your Financial Institution With Client Portals
Choosing the Right DMS: A Must-Have Checklist for Financial Institutions
Document Management
Choosing the Right DMS: A Must-Have Checklist for Financial Institutions
Cybersecurity Checklist for Financial Services: Stay Protected Against Data Breaches
Best Practices
Cybersecurity Checklist for Financial Institutions: Stay Protected Against Data Breaches

Explore the Future of Financial Services. Discover SmartVault Solutions Today!

Lower IT costs, enhance business continuity, and provide exceptional client experiences. SmartVault – Where Financial Excellence Meets Seamless Collaboration.

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Integrate Key Apps to Support Your Financial Services Firm