YOUR FINANCIAL LIFE TOGETHER
Manage your life goals and documents with your family and trusted professionals
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."
VIEW DEMO OR
PRE-REGISTER
Products
Company
