Your Knowledge, Centralized

Vault is your institution's secure library for storing your proprietary data, including policies, procedures, and any other operational documents

Knowledge Archive

A centralized hub for your institution’s documents, policies, and expertise—ensuring secure access to critical knowledge and seamless information management.

Document Collaboration

Invite colleagues and Hapax to review your documents as they are created and edited to save time and get approvals faster.
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Smarter Document Management,
Stronger Compliance

Organize, secure, and optimize your institution’s knowledge with intelligent tools designed for accuracy, accessibility, and compliance.

Consistency & Compliance Check

Ensure every document is up-to-date and adheres to internal processes and regulatory requirements to prevent discrepancies.
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Document Archive

Transform your static archive into a dynamic, intelligent resource that ensures access to the latest information and insight on their evolution.
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File Protection

Feel confident sharing any and all data knowing that it's secured in a single-tenant environment only accessible to your internal employees.
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Permissions

Maintain complete control over who can view, edit, create or delete information to maintain information integrity.
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We both believe there would be tremendous value in going through a pilot program and seeing how it adds to the efficiency and knowledge of our day-to-day operations.

Chief Operating Officer

Independent Bank | 8B Asset Size

On the record or off the record, I'm extremely impressed.

Chief Research Officer

Industry Analyst Firm | 75M Revenue