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FutureVault

durch FutureVault Inc

FutureVault is an award-winning AI-powered Digital Vault and Intelligent Document Processing.

FutureVault is an award-winning AI-Powered Digital Vault platform for modern financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vault™. FutureVault’s white-labelled platform enables organizations to automate, aggregate, and centralize critical client, advisor, and enterprise documentation; audit-ready, single source of truth.

Powered by Artificial Intelligence and LLMs (large language models), in combination with OCR, FutureVault extracts critical data from documents, driving a powerful ROI via back, middle, and front office workflow enhancements, while delivering material document/data-driven insights to the benefit of advisors and their clients.

 

FutureVault's architecture supports enterprise-level tiering for straight-through processing while efficiently supporting firm and advisor team permission-based roles. FutureVault has Open APIs and is SOC 2 Type II and PCI DSS compliant.

Appfunktionen

Wenn diese App verwendet wird, wird sie
  • Es kann Daten über das Internet senden.
  • Diese App kann auf persönliche Informationen in der aktiven Nachricht zugreifen und diese ändern, beispielsweise Text, Betreff, Absender, Empfänger und Anlageninformationen. Andere Elemente in Ihrem Postfach können weder gelesen noch geändert werden. Weitere Informationen zur Verwaltung und Verarbeitung persönlicher Informationen finden Sie in der Datenschutzrichtlinie des Entwicklers.

Auf einen Blick

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