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Legacy preservation, advance care and estate planning vault for banking customers
A secure customer vault for identity files, financial documents, care wishes and family legacy planning
Charli
Online
Banking partners can make preservation part of trusted relationship support, giving clients one secure place for essential records and family context.
One Platform. Connected.
How Evaheld Supports the Banking Sector
Deepen customer loyalty by providing secure document organisation, identity storage and family legacy tools in a branded digital vault.
Banking Services
Help customers safely store preservation records, banking documents, account information, and estate planning materials in one encrypted platform.
Charli
Online
Your Digital Vault
Strengthen Member Loyalty With Secure, Human-Centred Organisation
Charli helps banking customers organise key documents, clarify wishes and preserve meaningful reflections—building trust and long-term engagement.
Partnership Benefits
Simple Steps That Build Long-Term Banking Loyalty
Evaheld helps members organise key financial documents and preserve personal meaning — driving lasting loyalty and repeat engagement.
Two Powerful Platforms,
One Seamless Ecosystem
The Evaheld Consumer Experience
Charli
Online
Transform How Your Clients Preserve Their Legacy
Inside the guide:
Instant PDF download • No spam, ever
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
Our Partners
Trusted by families, professionals, and care organisations across Australia.
Partner Questions
Find out more about how Evaheld collaborates with different partners.