USE CASES

Financial Services

Bondle is a platform designed for business communication that keeps discussions, decisions, and documents at your fingertips. It allows businesses and professionals in the financial services to effortlessly manage their fiduciary duties and foster trust with their clients.

Trust is Key in Finances

When you work in financial services, your clients trust you with their money. It’s not just important to deliver trust on a secure communication platform—it’s your fiduciary obligation! With Bondle, you have:

  • Enterprise-grade security and privacy guarantees.
  • A comprehensive system of record for critical documents and discussions.
  • An intuitive platform that your clients can access anytime, anywhere.

 

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A Secure Document Vault

Confidential and sensitive documents are part of every financial transaction. With Bondle, all documents are dual encrypted and stored on one intuitive platform; they can be organized as users see fit, accessed in seconds, and permanently archived for the future.
 
 

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Greater Transparency, Lower Compliance Costs

Along with managing your clients’ finances, you have a reporting duty to compliance auditors and regulators. You need a business platform that was designed with auditability in mind.

Bondle’s built-in auditability feature archives all interactions on the platform by user, date, and time; discussions and documents can never be altered or deleted by any user. At audit time, you can simply download a comprehensive PDF history for each client, saving time and money.
 
 

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A Top-Rated Business App

What are users saying about Bondle?
Bondle eliminates much of the friction in the investment process. I can see the emerging dialogue with potential investees. I now know where the key document are and where we are up to in the investment process. Linking documents, teams and activities to conversation is driving better results, for all.

Discover the Value
of Bondle

Bondle provides a secure platform for conversations related to high trust, long term relationships. Our easy to use application delivers clarity while boosting productivity. LEARN MORE

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