The Collaboration Platform Made For Financial Services
Reimagine internal and customer-facing workflows without sacrificing data security
Share Files Securely
Send documents automatically, behind SSO, with share links and more…
APIs to Automate Processes
Improve application or customer service interactions
Digital Vault
Customers and employees can securely store files
Collecting and sharing sensitive files shouldn’t be painful
Create seamless workflows with our APIs to remove manual, paper-heavy tasks from your employees’ to-do lists.
Decrease application abandonment by providing a tool to collect and share files with internal and external users.
Our platform features and security standards were made specifically for the financial services industry and their customers.
Best-in-Class security
Virtual StrongBox holds 17 patents and exceeds global security standards. Our platform encrypts files in transit and at rest to ensure total information privacy and protection.
The Virtual StrongBox collaboration platform follows the data privacy and protection guidelines and regulations of the financial service industry regulators and non-industry regulators. The compliance logos are not to be construed as an endorsement by the regulators.
How Financial Service Leaders Use Virtual StrongBox
Collect SBA & Other Loan Documentation
Financial Institutions use Virtual StrongBox to collect and share files securely with small businesses (even before they are customers).
Simplify the Audit & Examination Process
Stop sharing flash drives and driving hundreds of miles to collect documentation. Virtual StrongBox makes it possible to remotely share everything needed for the audit and exam process.
Speed Up the Indirect Lending Process
Ditch the fax machine or courier service for Virtual StrongBox, which enables dealerships to instantly share files to close loans more quickly.
Commercial Banking Tool & Benefit
Banks and Credit Unions use Virtual StrongBox as a tool to share and collect files from SMBs. They also offer the digital vault as a back up and disaster recovery benefit from their trusted financial institution.
Automatically Share E-Receipts, Disclosures and Other Files
Many financial institutions want to go paperless, using Virtual StrongBox to share files automatically after transactions.
Digital Vault for Customers & Employees
Banks, Credit Unions, Wealth Management Firms, Estate Planners and others use Virtual StrongBox as a customer benefit to securely store their most sensitive documents.
Employees also use the digital vault as a central hub to store and share documentation internally and externally.
Some of our amazing clients
Inside the Vault
Four Methods to Prevent Data Leakage at Financial Institutions
From Digital Vault to the Preferred Collaboration Platform for Banks
3 Methods to Securely Share Files with PII
Losing Digital Customers Jeopardizes Your Future
Try a Personal Digital Vault with RecordLyf
RecordLyf is a personal disaster planning tool powered by Virtual StrongBox. We provide a free disaster recovery vault to anyone who wants one.
Use the FEMA checklist to collect and store critical information in the event of a disaster.