SmartHUB integrates seamlessly with SmartCOMM and SmartIQ to enable secure, compliant archiving of high volumes of personalized communications across the full customer journey.
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SmartHUB includes automated document lifecycle management features designed to simplify compliance and reduce human error. The system applies retention rules based on document type, jurisdiction, and/or metadata, and can automatically…
Yes. SmartHUB features a robust RESTful API and offers seamless integration with systems like ERP, CRM, CCM, billing, and customer service platforms. This allows organizations to streamline workflows, reduce manual…
Absolutely. SmartHUB is engineered for enterprises managing millions of documents across thousands of users. It supports batch ingestion, on-demand uploads, and high-volume migrations without compromising performance. The solution grows with…
Yes, SmartHUB is built with compliance at its core. It meets the requirements of GDPR, ISO standards (such as 14641 for electronic archiving), and WCAG accessibility guidelines. The system includes…
Document retrieval in SmartHUB is instant, intuitive, and secure. The solution is designed for high-speed access, whether through advanced search features or integration into user-facing portals. Users can locate documents…
SmartHUB is purpose-built for high-volume, compliant archiving—unlike legacy ECM systems that are costly, complex, and not optimized for scale. While ECMs focus on document editing and versioning, SmartHUB ensures immutability…
SmartHUB is a cloud-native, multitenant archiving solution designed for high-volume, long-term storage with full regulatory compliance. Built for industries like finance, healthcare, insurance, and government, it helps organizations reduce costs,…
Journey orchestration in financial communications is the real-time coordination of personalized, compliant messages across a client’s lifecycle. In wealth management, this can include triggering a welcome email with account details…
“By streamlining operations and reducing manual effort, SmartIQ delivers meaningful benefits across the client and advisor experience, like: -Accelerated response times: Onboarding and client service requests response times are quicker,…