FutureVault
di 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.
Funzionalità dell'app
- Può inviare dati tramite Internet
- Questa app può accedere alle informazioni personali nel messaggio attivo, ad esempio corpo del messaggio, oggetto, mittente, destinatari e informazioni sugli allegati, e modificarle. Non è possibile leggere o modificare altri elementi presenti nella cassetta postale dell'utente. Consulta l'informativa sulla privacy dello sviluppatore per maggiori dettagli su come vengono gestite ed elaborate le informazioni personali.