Secure document store
Secure document store: for secure document management
Your advantages with the Secure Document Store
Security requirements and an enjoyable user experience go hand in hand.
For consultants and customers alike. Time savings are achieved through paperless document handling via a single channel.
Customer and advisor are always synchronized and up to date.
Support for two different types of vaults: a bank vault for documents shared with the bank and a private vault that can only be accessed by the customer.
Changes to documents can be tracked with the versioning function.
Tags and categories can be added to enable quick, structured access to the right document.
Give us a call or send us an email – our Head Products Samuel Scheidegger will be happy to advise you.