More efficiency, less risk: digital document processes that create trust

Thanks to the automated completeness checks for documents, missing proof of equity for mortgage or loan applications are a thing of the past. SecureExchange's completeness check ensures that all required documents are submitted in full before the process continues.

Manage mortgage applications, financing documents or contract amendments efficiently: With a central workspace, customer advisors can keep an eye on all documents and requests. The flexible folder structure enables the individual organization of customer cases, while real-time status updates create transparency at all times regarding missing or submitted documents - for faster processing and better service.

From customer advisors to internal auditors - banks need flexible management of user access and access rights. The dedicated provider and admin portal enables users to be entered quickly, roles to be assigned precisely and access rights to be managed centrally. This gives you full control over sensitive data at all times and ensures that only authorized persons have access - for maximum security and compliance.

Customers often shy away from complicated logins. SecureExchange enables access via a secure link and two-factor authentication. For uploading sensitive information such as asset statements for mortgage or loan applications, customers can easily access the customer area without having to create a login - for a seamless user experience.

Manual, paper-based processes slow down document transfer and increase costs. With Postbox, you can deliver bank documents digitally in an efficient, secure and GDPR-compliant manner - for faster processes, reduced paper consumption and satisfied customers.

Audit trails for every document sent, including delivery and read confirmations, ensure full traceability. This allows you to meet regulatory requirements, improve transparency and create trust with your customers.

The decentralized mailbox can be easily integrated into your existing customer portal so that documents such as account statements and loan agreements can be accessed directly in the familiar environment. We take care of the data residency and guarantee maximum security - you can concentrate on your core business.

Account statements, loan agreements and other sensitive bank documents are stored long-term, unalterable and out of the bank's reach, automatically becoming the property of your customers. Once provided, documents can no longer be changed - for maximum transparency, regulatory compliance and increased customer confidence.

From secure, encrypted document storage to legally compliant data exchange between advisors and clients - protect sensitive bank and client data and minimize the risk of data breaches in all digital workflows.

Integrate the desired modules seamlessly into your banking and customer portals. Our APIs enable user-friendly, scalable integration - user-friendly and effortless.

Create a digital experience that is fully aligned with your branding. From the customer portal to secure document delivery - ensure a consistent customer experience in your own brand world.

Develop individual applications for secure data transfers and document management. Our SDKs offer you the flexibility to build specific solutions and integrate them seamlessly into your existing infrastructure.