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 Email Us: info@safekeep.com   |   920 Broadway, 7th Floor, New York, NY 10010

© 2020 by SAFEKEEP LABS

YOUR FINANCIAL LIFE TOGETHER

Manage your life goals and documents with your family and trusted professionals

1/1
 
FOR

FAMILIES

SET GOALS

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

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.

 
FOR

ADVISORS

LIFE EVENTS

Anticipate and respond to life events of clients and their family members so you can be there in times of need.

ENGAGE HOUSEHOLDS

Personalize engagement at scale with family members of the client. Target the relevant content and products based on business rules which you configure.

MEASURE RESULTS

View impact of effective engagement on your book of business at the corporate, firm, or advisor level.

 
FOR

ENTERPRISES

Safekeep.com is a consumer engagement solution built by Safekeep Labs on an AI-guided straight-through processing platform for financial services.

Our mission 

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.

 
WE HEAR

THE CUSTOMER

"I NEED HOLISTIC ADVICE,
NOT MULTIPLE ACCOUNTS."
"MAKE IT EFFORTLESS TO
MANAGE GOALS BOTH BIG 
AND SMALL."
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