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.