Banking Services
Help customers safely store preservation records, banking documents, account information, and estate planning materials in one encrypted platform.
Document SecurityEstate PlanningCustomer Value
Banking Solutions 
Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
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
Free forever plan No credit card Free Vaults for your loved ones
Free forever plan No credit card Free Vaults for your loved ones
Loved by 10,000+ families
Money-back 60 Day Guarantee
“Organising account information and trusted contacts securely has simplified our household planning and reduced the chance of important details being overlooked.”
Harriet, Banking customer
Charli
Online
Hi! I'm Charli 👋 I'm here to help you preserve your memories.
📖 Record a story💌 Create a message📋 Plan wishes
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
Trusted by10,000+ families
5/5 rating
Loved by10,000+ families
“Organising account information and trusted contacts securely has simplified our household planning and reduced the chance of important details being overlooked.”
Harriet, Banking customer
60 Day GuaranteeMost families lose the stories and wishes that matter most.
Banking partners can make preservation part of trusted relationship support, giving clients one secure place for essential records and family context.
Who Evaheld Is For
One Platform. Connected.
Banking partners can make preservation part of trusted relationship support, giving clients one secure place for essential records and family context.
Partner Solutions
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.
Charli
Your legacy guide · 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.
My Story & Legacy
Members save reflections that shape financial decisions.
"Would you like to share a memory?"
Health & Care
Care wishes documented clearly for future planning.
"Let's capture your preferences…"
Essentials
Statements, identity documents and important files stored securely.
"Upload a document…"
Connections & Rooms
Financial Room, Family Room, Private Future Rooms.
"Share with someone you trust?"
Start Your Free Vault
Your vault is private and encrypted — you choose who sees what
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.
Identify Member Needs Quickly
Charli learns whether the member cares about budgeting, important files, family milestones or financial organisation.
StatementsID docsMilestones
Members Organise Their Financial Life
Members upload banking documents, identity files and financial summaries — reducing service friction and increasing satisfaction.
Enable Selective Sharing for Support
Members share selected documents with family or advisers for easier planning and support.
Start in Under 10 Seconds
Free forever plan No credit card Free Vaults for your loved ones
HOW IT WORKS
Two Powerful Platforms,
One Seamless Ecosystem
Empower your clients with our consumer app whilst managing everything through your dedicated partner dashboard
The Evaheld Consumer Experience
A beautifully simple platform where your clients preserve memories, document wishes, and organise essential information through natural conversations with Charli.
💬
Conversational Interface
Charli guides users through capturing memories and organising information with empathetic AI-powered conversations.
🗂️
All-in-one Vault
My Story & Legacy, Health & Care Wishes, Essentials & Documents, and Family & Connections — all in one place.
🔐
Bank-Level Security
End-to-end encryption, granular privacy controls, and secure document storage protect sensitive information.
👨👩👧👦
Controlled Sharing
Users choose exactly what to share, with whom, and when — maintaining full control over their legacy.
📱
Cross-Platform Access
Seamless experience across all devices with automatic sync and offline access capabilities.
🎯
Guided Journeys
Personalised prompts and templates help users capture what matters most without feeling overwhelmed.
🌐
Multi-Language Support
Available in multiple languages to serve diverse families and communities worldwide.
♿
Accessibility First
Designed with screen readers, keyboard navigation, and adaptive interfaces for all abilities.
Charli
Online
Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
Trusted by 150+ Partner Organisations
Transform How Your Clients Preserve Their Legacy
Join leading organisations providing their clients with a beautiful, secure platform to capture memories, document wishes, and organise essential information — whilst you maintain full oversight.
Schedule Your Demo No setup fees24-hour response timePartnership benefits included
Limited partnership spots available for 2026
⏰ THE TIME IS NOW
Why partner with Evaheld today?
Financial decisions now sit inside life decisions. Clients expect advisers to understand values, family context and legacy — while still protecting professional boundaries and compliance.
📈
Respond to holistic client expectations
Support clients through life's transitions — from family change to intergenerational planning — without expanding advice scope or responsibility.
👥
Strengthen trust without crossing boundaries
Clients want their values, story and wishes respected. Evaheld provides structure for context — not advice — preserving adviser integrity.
🏆
Create continuity beyond the transaction
Extend your relationship beyond products into the emotional and relational realities clients are already navigating.
💡
Differentiate in a maturing trust market
Move beyond performance alone. Offer a meaningful, values-led layer that deepens loyalty and sets your practice apart.
FREE RESOURCE
The Future of Advice Is Personal Context
Why legacy, family dynamics and life transitions are reshaping client expectations
A practical guide for financial organisations supporting clients through change — without crossing compliance boundaries or increasing adviser burden.
Inside the guide:
A holistic client expectation checklist
Clear framing for values, family and legacy context
Guidance on trust-building without advice creep
Built for Australian financial services
Partner Testimonials
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
24-hour response No setup fees
COLLABORATIONS
Our Partners
Trusted by families, professionals, and care organisations across Australia.
Derek's Place 
Legal Will 
All Home Care Matters 
Australian Doula College 
Dementia Australia 
APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Free forever planNo credit cardFree Vaults for your loved ones
Your Answers.
Partner Questions
Find out more about how Evaheld collaborates with different partners.