Modernize Collaboration for Financial Services
Streamline document workflows, protect sensitive information, and deliver seamless client experiences—so your teams can focus on building trust and driving results.
More Results, Less Risk
Whether You're in Banking, Wealth Management, or Investment Services, ShareFile Is Designed to Meet Your Industry's Most Pressing Needs
Watch VideoBoost Team Productivity
Give your experts more time for strategic advisory.
Simplify Document Collection Real-Time Collaboration on Documents
Win Client Loyalty
Offer a seamless digital experience clients will rave about.
Onboard Clients Quickly Centralized E-Signature Workflows Secure and Intuitive Client Portal and Mobile App
Strengthen Resilience
Stay ahead of threats and regulatory changes.
End-to-End Encryption Granular Control for Outside Parties SEC and FINRA Compliance Support
Virtual Data Room Built for
Top-Notch Security
Deliver intuitive and secure document collaboration for highly confidential
projects with ShareFile’s Virtual Data Room.
Integrate with Your Favorite Tools
ShareFile connects beautifully with the most popular workplace tools.
Microsoft 365
Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.
Google Worksplace
Integrate with Google Drive and Gmail for simple, secure link sharing.
QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
SalesForce
Integrated lead management to automate onboarding with ShareFile.
Zapier
Zapier effortlessly integrates ShareFile with over 4,000 applications.
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Banking & Lending
- Automate loan application and document collection
- Accelerate client intake and approval workflows
- Provide an easy-to-use client portal to maintain security
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Wealth Management
- Deliver personalized, secure client experiences
- Simplify onboarding and document exchange
- Improve operational efficiency with automated workflows
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Investment Firms
- Manage M&A and fundraising documentation securely
- Enable real-time collaboration across deal teams
- Maintain confidentiality and audit readiness
"It simplifies everything. There are no hand-offs, no multiple touch points and everyone has an original immediately.”
Craig Jeffery Managing Partner, Strategic Treasurer Watch Video
FAQs
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What is finance workflow automation?
Finance workflow tools allow financial professionals to complete routine tasks without the need for human input. This helps avoid errors and frees you to focus on more revenue-driving tasks. ShareFile's pre-built automation templates allow you to automatically request new client documents, collect e-signatures, and send reminders — all without having to send a single email yourself.
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Does my file-sharing solution need to be FINRA compliant?
Yes. The Financial Industry Regulatory Authority (FINRA) protects investors by ensuring the fairness and integrity of the financial markets. ShareFile was designed with FINRA, SEC, and other finance industry regulations in mind.
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How can ShareFile support financial professionals?
ShareFile provides all the features you need to create a modern client experience — one built for security and compliance. Automated workflows make it easy to onboard customers, collaborate on documents, collect e-signatures, and more.
Streamline Your Financial Workflows With ShareFile
Create your account and start using ShareFile today.