A Collaboration Platform for Financial Services2026-03-11T17:55:50-04:00

The Collaboration Platform Made For Financial Services

Reimagine internal and customer-facing workflows without sacrificing data security

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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

FEATURED INTEGRATION PARTNERS

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Collecting and sharing sensitive files shouldn’t be painful

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.

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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

Financial Institutions use Virtual StrongBox to collect and share files securely with small businesses (even before they are customers).

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.

Ditch the fax machine or courier service for Virtual StrongBox, which enables dealerships to instantly share files to close loans more quickly.

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.

Many financial institutions want to go paperless, using Virtual StrongBox to share files automatically after transactions.

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

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.

Get a Personal Vault
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