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SmartVault

Company description:
Built with AES-256 bank-level security, SmartVault is the easiest and most secure way to store and share your documents. Our automated workflows and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.

Better Together:
​
Unite Your Bank, Customers, and Employees with Digital Document Management 


Become a modern bank while delivering the thoughtful, personalized service your customers appreciate most. Learn how to enable seamless collaboration between your teams and customers with intuitive tools and digital workflows. This will help you connect your community with better processes, security, and client satisfaction.

Scalable Organization: Scale processes for unlimited growth, backed by tech that evolves with you. 

Advanced Document Handling: Boost productivity and accuracy by turning complex tasks like loan processing and document collection into efficient, manageable processes.  

Secured Transactions & Signings: Securely gather, store, share, and eSign documents in a centralized system. 

Monitoring & Automation: Maintain an audit trail and know who’s accessing what and why through automatic tracking. 

Simplified Security and Compliance: Protect your data with SmartVault’s bank-grade security and make compliance with regulations a breeze. 

Streamlined Forms: Quickly create, distribute, and manage customized forms digitally, to boost efficiency and customer satisfaction.
Reduce application approval times, provide better customer service, enhance data security, and efficiently manage every form across your business.
  • Create any form by editing existing files, using pre-built templates, or starting from scratch. 
  • Share the form with customers via a link on your website, in your emails, on printed material, etc. 
  • Customers review, complete, and sign the forms securely, from anywhere and on any device with Internet. 
  • Track progress of each form; submitted forms are automatically saved to the customer’s folder in SmartVault.

Case study

Streamlining Executive Team and Board Alignment While Strengthening Security: Frontwave Credit Union’s Success with SmartVault

Blog posts

Six Reasons Your Credit Union Needs a Cloud-Based Document Management System
Streamline Your Financial Institution With Client Portals
SmartVault benefits
Download PDF below for all the details...
sv_fs.6benefitsdms_creditunions.pdf
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File Type: pdf
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