Getting married, having a baby, saving for a new home or vacation, or planning for the future? Collaborate with family members on common goals and get help from financial advisors.
Link accounts to goals and view bank accounts, investments, 401Ks, insurance policies, health plans, and more - across different financial institutions. All in one place.
SECURELY SHARE PRIVATE INFO
Enjoy bank-level security on all your accounts and documents, and control permissions to private info so only trusted family members and professionals have access.
Anticipate and respond to life events of clients and their family members so you can be there in times of need.
Personalize engagement at scale with family members of the client. Target the relevant content and products based on business rules which you configure.
View impact of effective engagement on your book of business at the corporate, firm, or advisor level.
Safekeep.com is a consumer engagement solution built by Safekeep Labs on an AI-guided straight-through processing platform for financial services.
Make it easier to configure "human understandable" business rules that drive next best actions for customer engagement and back office workflow.
Who we are
We are a team of financial advisors, insurance producers, underwriters, data scientists, UX designers, and technologists from the world's leading insurance and wealth firms. Our careers began and remain in financial services innovation, and we're addressing the pains we personally felt as consumers and enterprise users.
Learn more about Safekeep Labs' enterprise platform, Flo.
"I NEED HOLISTIC ADVICE,
NOT MULTIPLE ACCOUNTS."
"MAKE IT EFFORTLESS TO
MANAGE GOALS BOTH BIG
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Safekeep Labs is a NYC-based fintech whose mission is to make it easier to configure "human understandable" business rules that drive next best actions for customer engagement and back office workflow. The core of our solutions is an AI-guided straight through processing engine.
(c) 2020 Safekeep Inc.