Wealth & Private Banking

Replace secure email. Give advisors a vault their clients actually use.

Bank-owned wealth divisions operate at the intersection of advisor productivity and regulatory compliance. Document exchange still runs on secure email — which means advisors can't see what a client actually opened, compliance can't reconstruct a chain of custody, and every sensitive file lands in an inbox with no audit trail.

SideDrawer deploys as a white-label vault within your existing advisor experience — embedded in Salesforce, launched from your CRM managed package widget, and authenticated through your existing Azure Entra or Okta identity infrastructure. Advisors work inside their normal environment. Clients access a portal under your brand. Nothing goes over email.

Multi-party estate coordination is handled natively — lawyers and accountants are added as collaborators with RBAC-controlled access. All activity is logged, timestamped, and available via audit report or API. Signed documents route directly to your ECM for compliance archival without a separate workflow step.

Direct Investing

Client document exchange at scale — with full regulatory auditability.

Self-directed brokerage platforms handle document exchange across millions of client relationships. KYC workflows, account transfers, tax form delivery, and disclosure acknowledgements all require a traceable, auditable record of what was shared and when. Email-based and secure email-based approaches create compliance gaps that regulators and audit teams identify as risk.

SideDrawer deploys as a digital vault layer within your online banking environment — authenticated through your existing client identity infrastructure (OIDC/SAML), branded as your product, and integrated with your ECM for regulatory archival. Clients receive documents in a structured vault, not an email attachment. Every access event is logged.

Smart forms handle transfer workflows end-to-end: OCR pre-scan, pre-populated form fields, conditional logic for form selection (registered vs. non-registered accounts), e-signature ceremony, and direct routing to your fulfillment and ECM systems. The platform supports both structured and ad hoc document requests without separate infrastructure.

Business & Commercial Banking

KYC and onboarding workflows that eliminate process bottlenecks.

Commercial relationship managers collect KYC, KYB, financial statements, and supporting documentation through a combination of email requests and manual follow-up. There is no structured status view across the portfolio, no automatic routing to compliance review, and no audit trail that connects each document to the request that generated it.

SideDrawer creates a dedicated vault per business client — launched from your Salesforce or CRM record, pre-authenticated through your identity infrastructure, and structured with eligibility-gated document collection. Relationship managers initiate a request, the business client receives a structured checklist (not an email), and the relationship manager sees real-time completion status on a dashboard across all active prospects.

Back-office approval and reject workflows route submitted documents to compliance reviewers with inline commenting and @-mention communication — all within the platform, all captured in the audit log. Conditional smart forms can handle loan document collection with dynamic field logic based on entity type and deal structure, involving credit teams, sales teams, compliance and operational teams.

Capital Markets

Information barriers, deal rooms, and agreement lifecycle management at institutional scale.

Capital markets operations require strict information barrier enforcement between teams with access to material non-public information. Deal rooms need document version control, counterparty access management, and a defensible audit record. Agreement lifecycle — from ISDA master agreements to credit support annexes — involves multi-document workflows with clause-level tracking that email-based exchange cannot support.

SideDrawer’s dedicated tenant architecture enforces information barriers structurally, not just contractually. Each deal room, LOB environment, and counterparty relationship operates within an isolated container with RBAC controls that travel with documents through every stage of the lifecycle. There is no data co-mingling across environments — this is an architectural guarantee, not a policy commitment.

Semantic search across the agreement portfolio enables natural language queries — identifying specific clause language, locating termination events, and surfacing counterparty-specific terms across thousands of documents.

Access is RBAC-enforced: a user can only search documents within their permitted access scope.

Insurance

Policy e-delivery, beneficiary coordination, and compliance-ready document exchange.

Insurance enterprises exchange sensitive documents across advisor networks, policyholders, group plan members, beneficiaries, and back-office compliance teams. Each channel has different authentication requirements, different retention obligations, and different audit standards. Email-based delivery satisfies none of them consistently.

SideDrawer deploys as an operational infrastructure layer across your business lines — Wealth, Individual Insurance, and Group Benefits can each operate as isolated tenants within a single enterprise deployment, with shared authentication infrastructure (e.g. Okta, Azure Entra) and separate RBAC and document routing per line of business. 

System-generated document requests for group plan members feed directly back into automated workflows — a plan member receives a structured request, uploads supporting documents, and the response triggers your back-office process without a manual intake step. Every action is logged. Every document is auditable.

100% API coverage means any workflow can complement an existing enterprise wide orchestration system to support the last-mile of advisor / client engagement.