Life Administration Platform for Banks

Telstra

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

For organisations empowering clients and life transitions

Trusted by 10,000+ families
5/5 rating
Charli, Evaheld AI guide

Charli

Online

AI Assistant
Partner Solutions
Feature

Banking Services

Comprehensive financial document security

Help customers safely store banking documents, account information, and estate planning materials in one encrypted platform.

Document SecurityEstate PlanningCustomer Value
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

Strengthen Member Loyalty With Secure, Human-Centred Organisation

Charli helps banking customers organise key documents, clarify wishes and preserve meaningful reflectionsโ€”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 preferencesโ€ฆ"

Essentials

Statements, identity documents and important files stored securely.

"Upload a documentโ€ฆ"

Connections & Rooms

Financial Room, Family Room, Private Future Rooms.

"Share with someone you trust?"

Partnership Benefits

Simple Steps That Build Long-Term Banking Loyalty

Evaheld helps members organise key financial documents and preserve personal meaning โ€” 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 โ€” 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
No credit card required ยท Free forever plan available
HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

Online

AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

FREE RESOURCE

Inside the guide:

Instant PDF download โ€ข No spam, ever

By downloading, you agree to receive occasional updates from Evaheld. Unsubscribe anytime.

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
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.