Collaboratively engage with and manage your client's LifeSite information directly through Salesforce. Learn more
1. LifeSite for Salesforce
Connect to your clients in a whole new way. Build client relationships that last generations.
2. Online Safe Deposit Box
Modern “client-first” online safe deposit box
Provision LifeSite to clients and their family to:
- Help manage your client's life information and documents
- Deepen engagement with a holistic picture of the family
3. Perfect for any stage of life
Prepare clients for anything life throws their way
- Evacuating ahead of a natural disaster
- Caregiving for a loved one
- Baby boomer preparing for retirement
- First-time millennial beneficiary
- Secure access to information while traveling
4. Welcome to LifeSite
5. Integration, Checklists, Sharing, Exchange, and Notifications
Integrations: Clients can automatically enter and update financial life information
Checklists: Guided entry by clients and families for significant life events
Sharing: Clients can invite collaborators like advisors and family members
Exchange: Send documents and messages to collaborators via secure encryption
Notifications: Receive updates on client activity to offer help when needed
6. Anytime, Anywhere Accessibility
Clients need their information as accessible as their lifestyle
- Mobile (Apple + Google)
- Amazon Alexa
- Browser
- Salesforce
7. Protect your business by protecting your clients
- Controlled Access: Users control which categories collaborators can view or edit at all times
- GDPR Compliant: Clients own their own information; LifeSite cannot see or access user data
- Unique Encryption Keys: Data is locked with personal, unique keys that are constantly rotated and scrambled
- Ultra-secure: Data is protected with military-grade 256-bit AES encryption at all times
LifeSite: Life's Information, All in One Place
Contact us at sales@lifesite.co to try LifeSite Pro for free for 14 days.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcsyOUAR
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