Imagine the ability to maintain strong client relationships and seamless communications even when face-to-face meetings aren’t possible. The Vault makes this a reality by ensuring your sensitive information is securely stored and easily accessible. With its advanced security features, the Vault protects your data, fostering trust and confidence between you and your clients.
But the Vault does more than just store information; it positions you at the center of your clients’ professional networks. When clients’ CPAs, attorneys, and other professionals use the Vault to securely transfer important documents, it strengthens your role in their financial ecosystem. This interconnectedness is crucial in building lasting relationships. The Vault is your key to becoming an indispensable part of your clients’ advisory team.
Highlighting the Value of the Vault
To maximize the benefits of the Vault, start by communicating its importance to your clients:
- Centralized Location: A single, organized location for the most critical financial documents and files ensures clients can access their important documents whenever needed.
- Robust Security: Utilizing password protection, Secure Socket Layer (SSL) encryption, firewalls, intrusion detection, audits, and inspections, the Vault guarantees the utmost protection for clients’ valuable documents.
- Remote Accessibility: Clients can access their documents from any device, anywhere, providing unparalleled convenience and flexibility.
- Controlled File Sharing: Clients can collaborate with you securely, with options to keep files private or share them with their advisor, ensuring complete control over their information.
Enhancing the Client Experience with the Vault
The Vault is an essential tool for managing client information securely and efficiently. Here’s how you can leverage its features to enhance the client experience:
- Client Portal and the Vault: The Vault is a powerful tool for introducing clients to their Client Portal. Create a comprehensive welcome packet with introductory content and save it in a folder titled Welcome Packet. Demonstrate how to access this information during your next in-person or virtual meeting.
- Keeping Clients’ Vaults Current: Once clients appreciate the Vault’s significance, ensure regular updates to their documentation. Encourage clients to review their current Vault items and update or add documents as necessary. Share the Vault Checklist for document suggestions to help them get started.
- Mobile Access to the Vault: The Vault’s accessibility from any device allows clients to review, upload, or retrieve documents—such as tax returns, wills, passports, and birth certificates—anytime, anywhere.
Guide clients on accessing the Client Portal on their mobile devices to view their complete financial picture on the go. Share the Mobile Upload to Vault user guide for additional assistance.
Sharing Financial Plans Securely
The Vault offers a secure way to collaborate on financial plans, especially when face-to-face meetings are not feasible. Through the Vault, you can share presentations, verify new client data, and provide regular snapshots of a client’s financial plan.
Pro-tip: Enable the new Vault Download alert to receive notifications when clients view and download important documents, presentations, or files, eliminating the need for follow-ups.
Marketing and Communications Resources
Communicating the Vault’s value is even easier for subscribers to Bamboo, our digital marketing and communications solution.
- Enhanced Communication Tools: Share the Vault Overview PDF with clients by navigating to Bamboo in the top navigation bar: Bamboo > eMoney Materials > Search Vault.
- Onboarding Resources: Subscribers can also access a library of Client Portal resources at Bamboo > eMoney Materials.
- Automated Reminders: Utilize a pre-built email template to remind clients to update their Vault documents. Send this email directly from the Bamboo platform: Bamboo > Emails > Featured > Vault Document Check-In.
Need More Information?
For further assistance, search Vault in the Help section to access an interactive user guide and video overview.
