Dropvault & Financial Services
From Treasury management, to shareholder communications, mergers, investments and HNWI
Protecting your digital financial assets
Protecting your digital financial assets
55%
Businesses list financial documents as the highest risk - And even higher once you start sharing with external parties.
Our platform is trusted and approved by airlines and top 10 banking institutions to protect valuable financial and intellectual property while providing a secure sharing and collaboration environment.
Just some of the financial services areas Dropvault is used
Treasury Groups - Stakeholder & Shareholder communications
Secure and manage your communications and collaboration with your shareholders and stakeholders. Our data room channels permit two way sharing and messaging between your treasury teams and your stakeholders - All secured, encrypted and private.
Share updates, documents or messages between teams or use our Broadcast tool to share updates to your distribution lists.
Investors/High Net Worth Clients
High Net Worth Clients & Investors demand and expect first class service and most importantly, privacy and security for their data. Trustworthiness drives loyalty & growth and if investors aren’t confident their data is safe & secure, they may take their business elsewhere.
Our encrypted conversational portals provide your team with a secure platform to discuss and share with your most valuable clients knowing that everything is secured with some of the best encryption & privacy available. With built in discussions, document sharing, e-signatures and task a management it's a complete solution to manage your high net work clients in complete privacy.
More on Encrypted Conversational portals
Mergers, Acquisitions & Investments
Our data rooms protect your sensitive documents and discussions in mergers, investment and acquisitions while keeping your discussions and documents in a single secure channel - We then add in a great task manager for your events, tasks and project gates, a sign off tool, e-signatures and lots more.
CPA Client Portals
Managing tax returns for clients involves sensitive document sharing and updates and our portals provide a private and secure space for your clients to upload their account documents, bank statements, share dealing receipts and other documents.
The CPA can review, discuss and comment all without leaving the privacy of the channel and when complete, share the tax return back to the client.
Contract Collaboration
All contracts involve sensitive commercial IP and managing these documents and discussions in a cloud task manager should not put your data , or your clients at risk. Our data rooms provide a secure collaboration space for your sales team or external parties to share, discuss and comment on tasks and documents
And our built in task manager keeps this sensitive data in the channel instead of shared with another cloud task manager.
Compliance Teams
When banking and other financial services compliance teams need to collaborate, share or discuss compliance issues, protecting this data and ensuring privacy for businesses or individuals is important.
Our Data rooms provide this secure space your team to collaborate, track , assign and manage tasks, get sign off or e-signatures on actions or decisions.
Commercial IP and corporate secrets
Our Data rooms are ideal for securing and sharing your sensitive commercial IP and corporate secrets. With some of the best security and encryption they can protect and secure your valuable commercial documents and discussions from attack or compromise.
And because Dropvault documents are stored away from your regular business documents in a secure vault they are invisible to both your IT team, your MSP and any possible ransomware attack.
KYC and other document requests
Is your team spending too much time managing KYC requests from external parties. Our document library provides your vendors and clients with simple way to select and request access to any KYC document. We then route to your team for approval or rejection and then deliver the documents in a secure channel where they can be viewed or downloaded.
And as with all Dropvault documents, each PDF can be secured with a custom password and watermark with the name of the person that downloads it, their location, time and email address.
Treasury - Stakeholder communications
Secure and manage your communications and collaboration with your shareholders and stakeholders. Our collaboration channels permit two way collaboration between your treasury teams and your stakeholders - All secured, encrypted and private.
Share updates, documents or messages between teams or use our Broadcast tool to share updates to your distribution lists.
Investors/High Net Worth Clients
Investment Clients/HNWI demand and expect first class service and most importantly, privacy and security for their data. Trustworthiness drives loyalty & growth and if investors aren’t confident their data is safe & secure, they may take their business elsewhere.
Our encrypted conversational portals provide your team with a secure platform to discuss and share with your most valuable clients knowing that everything is secured with some of the best encryption & privacy available. With built in discussions, document sharing, e-signatures and task a management it's a complete solution to manage your high net work clients in complete privacy.
Mergers, Acquisitions & Investments
Our data rooms protect your sensitive documents and discussions in mergers, investment and acquisitions while keeping your discussions and documents in a single secure channel - We then add in a great task manager for your events, tasks and project gates, a sign off tool, e-signatures and lots more.
CPA Client Portals
Managing tax returns for clients involves sensitive document sharing and updates and our portals provide a private and secure space for your clients to upload their account documents, bank statements, share dealing receipts and other documents.
The CPA can review, discuss and comment all without leaving the privacy of the channel and when complete, share the tax return back to the client.
Contract Collaboration
All contracts involve sensitive commercial IP and managing these documents and discussions in a cloud task manager should not put your data , or your clients at risk. Our data rooms provide a secure collaboration space for your sales team or external parties to share, discuss and comment on tasks and documents
And our built in task manager keeps this sensitive data in the channel instead of shared with another cloud task manager.
Compliance Teams
When banking and other financial services compliance teams need to collaborate, share or discuss compliance issues, protecting this data and ensuring privacy for businesses or individuals is important.
Our Data rooms provide this secure space your team to collaborate, track , assign and manage tasks, get sign off or e-signatures on actions or decisions.
Commercial IP and corporate secrets
Our Data rooms are ideal for securing and sharing your sensitive commercial IP and corporate secrets. With some of the best security and encryption they can protect and secure your valuable commercial documents and discussions from attack or compromise.
And because Dropvault documents are stored away from your regular business documents in a secure vault they are invisible to both your IT team, your MSP and any possible ransomware attack.
KYC Requests
Is your team spending too much time managing KYC requests from external parties. Our document library provides your vendors and clients with simple way to select and request access to any KYC document. We then route to your team for approval or rejection and then deliver the documents in a secure channel where they can be viewed or downloaded.
And as with all Dropvault documents, each PDF can be secured with a custom password and watermark with the name of the person that downloads it, their location, time and email address.
Sharing is simple, but powerful and secure
We've made is simple to share anything with anyone. Just create a new conversation or reply to an existing thread, add your reply, drop in any documents and save.
Everything you add or send, and anything your team or customers add is automatically secured to protect it.
DropVault is so secure that even DropVault staff and engineers can not access or view your data.
Hyper-secure document portal - coming soon
Need to protect your sensitive documents from ransomware attacks or limit access to these documents so that they cannot be easily browsed and opened?
We place a hyper-secure portal as a bridge between your users and your documents and this portal manages your access and auditing access. The documents can be placed on storage that none your staff have access to and the portal manages your access to these documents.
The document store can be encrypted or un-encrypted. If you have an existing document collection already in place we can connect to it and populate your Dropvault document vault with your existing documents. Dropvault then acts as a hyper-secure bridge to your documents.