Welcome to the FutureVault Blog
Stay up-to-date on the world of Digital Vaults, Information Management, Cloud Storage and Collaboration and more. We strive to seek out and share the latest tips & tricks, industry trends & expert insights.
John Shackleton, Former OpenText CEO, to Lead FutureVault as Chief Executive Officer
Toronto, Ontario, May 5, 2021 -- FutureVault, an industry-leading digital vault platform for institutions and enterprises, today announced it has appointed John Shackleton, former OpenText CEO, as the company’s Chief Executive Officer. Shackleton brings more than 30...
Wealth and Investment Management Firm, Bailard, Launches Digital Vault Platform for Clients Powered by FutureVault
San Francisco, CA, April 29, 2021 -- Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Bailard Vault....
Daniel Kenny, Former HSBC Managing Director and COO, to Join FutureVault as Chief Operating Officer
Toronto, Ontario, Feb 1, 2021 -- FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Daniel Kenny, former Managing Director and COO for the Global Banking and Markets business of HSBC Canada. as the company’s Chief...
FutureVault Granted US Patent for Proprietary Digital Document Filing Technology
Toronto, Ontario, January 5, 2021 -- FutureVault, an industry-leading document management and digital vault platform for institutions and enterprises, has successfully been granted a patent for its automated document filing and processing methods and systems by the...
Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients
TORONTO, ON, November 30, 2020 /Business Wire/ — Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. The Kismet...
Nevin Markwart, Former Investment Executive and NHL Alumnus, to Join FutureVault as Chief Information Security Officer
Toronto, Ontario, May 5, 2020 -- FutureVault, an industry-leading digital vault platform for institutions and enterprises, appoints Nevin Markwart as the company’s Chief Information Security Officer (CISO). Markwart is a serial entrepreneur who brings a...
Centralize & Secure Corporate Communications with FutureVault
An intuitive digital vault platform powered by FutureVault should be an essential part of every Internal corporate communications structure.
Equipping the Remote Workforce with Best in Class Digital Tools
A University of Southern California research group led by Jack Nilles conducted one of the first major studies on "telecommuting," now more commonly known as remote work, spurred on by skyrocketing fuel prices during the 1973 OPEC oil crisis. The research focused on a...
Championing the Customer Experience During Volatile Times
Now's the perfect time to champion your clients with a Financial Spring Cleaning and Important Document Cleanup Ongoing communication between advisors and clients plays a vital role in client satisfaction and retention. As a result of the recent historic market...
In Times of Great Uncertainty, Prepare, Don’t Panic
Take advantage of FutureVault's technological breakthroughs to build an efficient and secure document management portal that will prove highly effective now and long after COVID-19 fades away The COVID-19 Novel Coronavirus has caused over 500,000 infections and...
Implementing a Multi-Generational Digital Strategy That is High-Tech and High-Touch
For financial service firms to remain successful in the years to come, they must implement a multi-generational digital strategy that is high-tech and high-touch
Digital Vaults Empowering the Remote Financial Advisor
Know with confidence your financial advisors are armed with the latest digital vault collaboration tools, the leading document management system, when working remotely.
What’s Preventing Your Business Digital Transformation?
6 Challenges that wealth managers must overcome to pave the way to adopting digital vaults and embracing a powerful business digital transformation
Digitization Will Be The New Norm For Wealth Management
The most robust document management system is the digital vault. Digital vaults provide a secure environment in which to store, manage, and transfer documents. A highly intelligent document management tool that goes well beyond storage.
Three Things for Financial Advisors to Consider to Prepare for the Great Wealth Transfer
Implementing a robust digital vault for the secure sharing of documents and additional ways for financial advisors to prepare for the Great Wealth Transfer.
Global Banks in the Midst of Launching Enterprise Wide Digital Collaborative ‘Vault’ Solutions
Increasing demands are pushing those in global banking to rethink the customer experience and, as a result, are integrating cloud solutions, like digital collaborative vaults, that facilitate encrypted document sharing between clients, advisors, and other professionals.
FutureVault – Market 2019 Industry Growth, Share, Size, Demand, Segments by 2026
Digital Vault Market Outlook – the Future is Bright Growing demand for cloud-based security solutions for document storage, workflow and collaboration is anticipated to have a positive impact increasing demand for growing digital vault market. From the report: The Global Digital Vault Market Increasing regulations and compliances to protect data, and rising concerns for protecting […]
United States Department of Defense Researching Potential Blockchain Solutions For Cybersecurity
US Department of Defense experimenting with blockchain technology as possible cybersecurity solution The Department of Defense, in its report ‘DoD Digital Modernization Strategy: DoD Information Resource Management Strategic Plan’, released July 2019, states it is experimenting with blockchain as a means of secure communication between personnel and also as a way to create unhackable code. […]
FutureVault Wins Award for Smart Solutions at Toronto Region Board of Trade Business Excellence Awards (BEAs)
A Big Win for FutureVault Toronto Region Board of Trade Selects FutureVault as Top ‘Smart Solution’ of 2018 Wednesday, November 7, 2018 We are so proud and humbled to announce that the Toronto Region Board of Trade has awarded FutureVault with a Business Excellence Award (BEA) in the Smart Solutions category. For the past 8 years, […]
Orion Advisor Services & FutureVault Announce Integration of Secure, Intelligent & Collaborative Information Management
Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for financial advisors, has announced that it is now integrated with FutureVault – a secure, intelligent and collaborative information management platform. With this new...
The Importance of Smartphones to Financial Services
The Era of Data Discovery is Dawning
The Era of Data Discovery is Dawning As businesses produce more and more data and a mountain of documents, they’ll need to learn to analyze, manage, manipulate and monetize all of that knowledge. Now, technical help is on the way. IT operations guru Tony Lock writes in ComputerWeekly.com that technology is finally enabling explorative data […]
Can Cloud Storage Have Bank-Grade Security?
Can Cloud Storage Have Bank-grade Security? At a time when it’s commonplace to store our photos and even our financial documents in the cloud, many financial services firms wonder if they too should embrace the cloud for enterprise-wide solutions and to improve customer service. Banks pride themselves on having security that’s second to none. But […]
5 Reasons Why Financial Services Need a Digital Strategy
5 Reasons Why Financial Services Firms Need a Digital Strategy Financial services firms are facing their greatest technological change in a generation, with emerging technologies such as blockchain and artificial intelligence holding the promise of reimagining the banking experience. However, for firms that want to remain competitive, adopting a comprehensive digital strategy will be the […]
Is It Time for FinServ to Embrace the Paperless Office?
Is It Time for FinServ to Embrace the Paperless Office? Paper has long been the bane of the financial services industry. Back in 1968, Wall Street suffered its infamous “paperwork crisis” as processing daily trading volumes of 12 million shares almost drowned the entire industry in paper. The paperwork was so overwhelming that the New […]
5 Ways Digital Offerings Can Engage Millennials
5 Ways Digital Offerings Can Engage Millenials As financial services companies invest in improving their digital offering, it is vital that they appeal to millennials who grew up as digital natives. Having a killer digital offering is no longer a luxury as millennials are set to overtake baby boomers in 2019 as the largest living […]
Digital Estate Planning & Why It’s Crucial
Planning Your Digital Estate & Why It’s Crucial Digital estate planning after a loved one passes away has received growing attention in media and blogs, offering tips about what people should do to safeguard their digital assets — from their Facebook presence and digital files to a digital map of their financial assets. YOU MIGHT […]
Aligned Capital Partners and FutureVault Team Up to Modernize Information Management for Advisors and Clients
Aligned Capital Partners, an independent financial advisory firm located in Burlington, ON, has announced that it is launching FutureVault's Digital Collaborative Vault platform branded as the Aligned 360 Vault – a highly secure,...
Document Management Software will soar in 2018 & beyond
Document Management Software will soar in 2018 & beyond Digital document storage is becoming a big business as a growing number of users embrace cloud-based technology to manage their most important personal and business information. By 2024, the Document Management Software business will be worth more than $6 billion, according to a new report by […]
Blockchain & Cloud: A Match Made in Heaven?
Blockchain & Cloud: A Match Made in Heaven? Blockchain is among the hottest tech buzzwords of 2018, just like cloud computing was eight years ago. Now, speculation is rife that blockchain and the cloud may get married. For those who don’t know, blockchain is the technology that makes cryptocurrencies work. It’s a distributed anonymous ledger […]
Document Intelligence: What it is and why it’s important
Document Intelligence: What It Is & Why It’s Important By: Brad Rosenberg, Co-founder & Chief Product Officer The concepts of cloud storage, artificial intelligence and blockchain are by now familiar to most people. But few have explored the potential for combining the three technologies. Put them together and you get Document Intelligence Platforms — which […]
Banks and Financial Advisors Planning for $30 Trillion Challenge
When the toaster is toast: Real incentives for smart banks to attract and keep customers
When the toaster is toast: Real incentives for smart banks to attract & keep customers By John D. Orr, Chief Executive Officer As originally seen on BAI Banking Strategies The tired stereotype of banks handing out toasters to attract new customers is alive and well but in a more 21st Century form. One of North America’s […]
A Cloud for the Family Office & Family Business
A Cloud for the Family Office & Family Business As the lines between office life and our personal lives blur, it’s commonplace for employees of family offices and family businesses to work at home or interact with clients and vendors on their smartphone. That convenience boosts productivity and improves work-life balance, but it undermines data […]
How Smart Are You About Your Information?
How Smart Are You About Your Information By: Trevor Marshall, Chief Revenue Officer Today’s smart technologies can literally impact every aspect of your life. From home automation and security, to automobiles and healthcare, the growth of smart IoT technology is rapidly increasing. The global smart home market alone is forecasted to reach $40 billion USD […]
Why You Must Treat Information Like an Asset in 2018
Why You Must Treat Your Information Like an Asset in 2018 By: Courtney Senior, Director of Marketing Throughout our lives we accumulate a wide-variety of important personal, financial and legal documents, accounts and information. From birth certificates and passports, to health records, tax returns, financial statements, insurance policies and wills, the amount of information you […]
Infographic: 17 Shocking Stats About Your Personal Information
When it comes to our personal information, our physical and digital documents, files and data are spread far and wide. From birth certificates and passports, to health records, tax returns, financial statements, insurance policies and wills, the amount of information you need to protect and keep track of increases substantially overtime. The problem is that […]
Our Story (and we’re sticking to it)
Our Story (and we’re sticking to it) Like many big ideas, FutureVault started on the back of a napkin in 2014, ironically with an inclination towards getting away from using paper. But first, let us back up a bit. FutureVault was founded by three colleagues who collectively had spent decades in technology, media and finance. […]
John D. Orr, Senior Banker and Investor, Joins FutureVault as Chief Executive Officer and a Significant Investor
FutureVault, a personal and business information management company, has named banking executive, lawyer, entrepreneur and investment professional John D. Orr as Chief Executive Officer. In addition to joining the management team, Mr. Orr has made a significant...
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