Welcome to the HSBC SmartServe Info Hub. Here you will find further information about the platform, what it can do and how it can help your clients.
If there is anything regarding HSBC SmartServe that you'd like to know more about that isn't featured on this page, please email the HSBC SmartServe Mailbox
What is HSBC SmartServe?
The HSBC SmartServe platform makes on-boarding simple, intuitive and convenient, so that your clients can access HSBC products and services quicker.
A fast and responsive client on-boarding platform built with you and your clients needs in mind.
Helping your clients manage and track your organisation’s on-boarding and account maintenance requests with HSBC, all in one place.
As an existing HSBCnet user*, clients can log on securely with their existing credentials. New clients can log on with a one-time password.
Supporting businesses grow globally with international coverage.
HSBC SmartServe Key Features
Access HSBC SmartServe safely and securely using two-factor authentication (2FA).
Personalized interaction with your Case Manager within SmartServe throughout your journey provides tailored guidance, as you need it.
Save time with digital dynamic forms, pre-populated with available information from public registries. This will minimise the amount of information we ask for.
Securely sign and return digital documents to HSBC, reducing the need for wet signatures.
Easily upload documents via our multilevel secure channel. Access and download them when needed, with File view.
We're here to help - support is available 24/7, either through our Virtual Assistant or the Support Helpdesk.
What our clients say
"Intuitive and easy to upload documents to the HSBC SmartServe platform."
Large multinational corporationManufacturing | India
"HSBC SmartServe saved a lot of time for us, which all startups look forward to."
Private Limited CompanyIndia
"Transparent, easy to manage and very fast."
Large multinationalEnergy | Italy
"Tech friendly and very convenient to use. The process is easy with minimal clicks and steps."
Private Limited CompanyHealthcare | UK
"Your platform is very innovative and a different experience."
Private Limited CompanyFurniture | UK
Local Coverage
HSBC SmartServe is currently available in the following markets. We will be rolling out to more markets based on the needs of our international and domestic clients.
Available Now
- Australia
- Bahrain
- Belgium
- Bermuda
- Canada
- Chile
- France
- Germany
- Guernsey
- Hong Kong SAR
- India
- Indonesia
- Ireland
- Isle of Man
- Israel
- Italy
- Jersey
- Kuwait
- Luxembourg
- Malaysia
- Malta
- Mauritius
- Netherlands
- New Zealand
- Oman
- Philippines
- Qatar
- Singapore
- South Africa
- Spain
- Switzerland
- Thailand
- United Arab Emirates
- United Kingdom
- United States
- Vietnam
Current Capabilities
Client Access
- HSBCnet logon
- Mobile Authentication
- www.smartserve.hsbc logon
- One time password login
Features
- E-Sign Outreach (Adobe & Leegality)
- Certified true copies
- KYC renewal outreach Authentication
- Manage & Maintain Outreaches
- Exchange documents
- eID&V
- File view - access and download documents
- Client outreach
- Dashboard to see the status of ongoing cases
Products and Services
- Universal case request
