Digital Vault for Financial Services
Today's growing cyber risks require more protected collaboration solutions for financial services.
Book a DemoTrusted by forward thinking firms
Our clients understand today's risks around email-based communication of sensitive information.
Digital vaults emphasize user-based access controls and sharing
1. Designed for financial services
Financial services have growing regulatory focus around data privacy, governance and protection. SideDrawer incorporates these needs into a user-friendly, turn-key solution that meets the needs of all stakeholders.
2. Data privacy is a core foundation
Financial Services employees have the most unrestricted open access to files compared to any other industry (Varonis). Restricting access and empowering employees to appropriately manage access is what is required today.
3. Reducing email usage is critical
Email is the #1 risk facing businesses - 91% of all breaches start with an email (Deloitte). Email based information exchange also creates inefficiencies, opens vulnerabilities and results in a poor client experience.
4. Clients want trust and transparency
Clients want to feel confident that their personal and private data is being safeguarded with the greatest level of care, with only the individuals who should have access in order to provide the necessary services.
5. Significant benefits to end clients
With increasing digitization, clients' private and confidential information is dispersed between emails, portals, and their own unstructured storage systems. Vaults become repositories for clients to regularly access and invite their family, professionals and other partners for ongoing access and relationship development.
Productivity focused
SideDrawer's workflows simplify document management admin, freeing hundreds of hours from gathering and organizing files and information, to distributing reports, statements and custom content.
Granular and extensive permissioning
Ensuring access is provided on a need-to-know basis is paramount for maintaining data privacy in highly regulated industries.
SideDrawer's multi-role capability can segregate admin users from program management to client service, ensuring client data remains private and confidential.
Multiple branding opportunities
SideDrawer's turn-key implementation allows for logos, colors, fonts, profiles, social contact links, email headers and email notification content to be 100% customized, by the firm, or to accommodate advisors with their own unique branding within a firm.
Central role for any wealth business
SideDrawer is used in almost every aspect of a wealth firm’s activities.
A study by a global process management company across a number of firms of different sizes showed SideDrawer’s significant contribution to different data and document-related processes.
The most comprehensive way to gather information
SideDrawer's templated, combination of forms and file requests provides an exceptional user experience, resulting in a 3-5x faster response rate than traditional disjointed processes.
Combined with workflow tools like Asana, Jira or your CRM, these can be automatically triggered based on the right moment in your client journey.
Connect your tools and work smarter
Use any of our custom integrations, or integrate with 6,000+ apps through Zapier to help you work seamlessly, reducing admin work and focusing on things that matter.
Enhanced compliance and monitoring capabilities
Highly regulated industries require specific retention rules, have activity oversight needs, and must ensure ongoing activity monitoring.
With increasing data privacy and governance, users also need to ensure their data is adequately protected.
With 100% activity tracking, transparent display of actions, back-office and middle-office access, SideDrawer provides all stakeholders confidence in the operations of the firm.
Integrate with existing storage platforms
Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.
For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage.
Infrastructure agnostic architecture
SideDrawer's architecture integrates with complex identity management, client access matrices, and segmented storage, with a turn-key approach implementation.
100% API built for exceptional flexibility
SideDrawer can be embedded as a product enhancement, a white-label integration, or a complete Platform-as-a-Service offering for larger enterprises.
How SideDrawer's Digital Vault can impact your firm!
SideDrawer clients eliminate 100% of the sensitive information from mailboxes by using a complete secure, permission-based vault environment.
SideDrawer clients reduce the need for relying on strained IT resources for document organization, access, or admin and user management.
By inviting collaborators to a centralized permission-based vault, SideDrawer clients eliminate the spread of sensitive, private information across multiple collaborators and mailboxes.
Start with SideDrawer!
- Free trial for 14 days.
- Start inviting Collaborators - it's free!
- Get your own Branding and Custom URL!
Want to learn more?
- Schedule at your own convenience!
- Watch a 10 minute interactive demo!
- We can answer any questions you may have!