FutureVault
Designed specifically for financial services, this award-winning AI-powered Digital Vault enhances document management by automating, centralizing, and securely exchanging client and enterprise documents. With bank-grade encryption and compliance with SOC 2 Type II and PCI DSS, it transforms workflows, drives insights, and elevates client engagement through seamless API integration.
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Top FutureVault Features
- Bank-grade encryption
- SOC 2 Type II compliant
- PCI DSS compliant
- Connects to 7
- 000+ applications
- Automates document workflows
- AI-powered document processing
- Private LLM integration
- Secure bulk document distribution
- Centralizes client documentation
- Actionable insights generation
- Enterprise-wide data security
- Client Life Management Vault™
- Streamlined operational workflow
- APIs for seamless integration
- Customizable digital experience
- Advisor-client grouping tools
- Document retention compliance
- Enhanced digital client engagement
- Multi-tiered platform architecture
- Audit-ready documentation management
