Team Spotlight - Meet Leo Moura

Team Spotlight: Meet Leo Moura

“The most important thing here is opportunity because our leaders at FutureVault always encourage and give us free rein to execute on new ideas and work on learning new skills.”
Tell us a little bit about yourself and your professional background – what’s your “story”?

I’m originally from Brazil and moved to Canada around seven years ago. I’ve been working as a software developer since 2009 in many different projects that pushed me to step out of my comfort zone from time to time and learn new code. My biggest project in Brazil involved working on an integrated platform to provide digital solutions to the transport sector.

I’ve been consistently working on improving my developer skills by learning multiple coding languages like JavaScript, Python, C#, etc. After moving to Canada I completed my certification in Mobile Application Development which then naturally led me to my role here at FutureVault. I joined the FutureVault team in February 2018 and now look after our platform’s mobile side and cloud computing.

What motivates you and keeps you “going”?

As a developer at heart, the thing that motivates me the most is constructing something new every day. Each line of code and each feature makes me proud to watch and show what I am building. It is an extremely satisfying feeling when you see something new being released that you created and receive positive feedback from users and clients. There is always a new challenge – to learn a code, a new API, or solve a bug.

Another important thing that keeps me going every morning is coffee… Can’t forget the coffee!

In just three words, describe what it’s been like working at FutureVault.

Opportunity, Teamwork, and Fair Play. The most important thing is here opportunity because our leaders at FutureVault always encourage and give us free rein to execute on new ideas and work on learning new skills.

What does your typical workday on the Development team look like? Can you share what some of your top priorities are right now?

My typical day as a software developer usually starts with looking at the tickets that I have been working on recently. First, I will verify which tickets are the top priority for that day, and then I’ll update their status and write some notes on how to get them resolved quickly. After that, I usually have a standup meeting with my workmates to share what I’ve been working on, some challenges faced, and to see if others need my help with anything. I also write, review and approve some code and submit tasks to QA to analyze and perform tests. My top priority these days is successfully launching the mobile version of our 4.X (our new version) and making sure that the code works perfectly.

Can you share one of your favorite experiences working here?

I wouldn’t say it’s just one thing but instead, the overall experience of working here at FutureVault. Whenever I get stuck, I always share the issues with my teammates, and everybody steps in to help me by providing a different point of view or bringing more ideas and solutions. We have a solid team that tries to help you no matter what it takes.

As much as I enjoy working from home, some of my favorite memories are from the times when we were in the office and brainstorming new ideas with teammates about solving product-related issues as well as those times playing board games during lunch hours.

Last but not least, what excites you most about the future of our company?

I’m extremely excited about the work we’re doing and the general direction the company is going in right now. I’m particularly excited about the new platform version 4.X that we have been working on over the past few months. I’m looking forward to seeing our clients and users start using the new and improved features we have implemented and to give us feedback.

Feel free to reach out to Leo and connect with him on LinkedIn or drop an email at leo.moura@futurevaultinc.com.

Team Spotlight - Meet Caroll Simmons at FutureVault

Team Spotlight: Meet Caroll Simmons

“My number one goal is making sure that the client experience is always excellent and work closely with our clients to understand how to help them solve their day-to-day problems.”
Tell us a little bit about yourself and your professional background – what’s your “story”?

I emigrated from Venezuela to Canada 12 years ago. Back home, I worked at a TV station creating the content for the TV Program “Who wants to be a Millionaire” and other similar projects. From my experience there, I learned that the client experience always needs to be a priority for any company. When I originally moved to Canada, I then had the opportunity to work with an IPTV company taking care of all the Latin-American users and partners.

My passion for making our customers love our product and our company became my day-to-day calling. After working there, I got an amazing opportunity to join FutureVault and build the Customer Success team. I joined FutureVault in April 2015, and after six years, I’ve loved seeing how our product has evolved and grown with the help of our amazing clients and business partners.

What motivates you and keeps you “going”?

First and foremost, my family. I don’t think I would be able to do anything without them. They are the ultimate reason for my existence and their love and affection are what keep me going. The second is to know that we are creating a fantastic product with such an incredible team here at FutureVault.

Describe what it’s been like working at FutureVault in just three words.

Working here has been an overall amazing experience. But if had to sum it up I’d go with Teamwork, Learning, and Innovation. These three clearly embody what we do here on a day-to-day basis.

What does your typical workday in Customer Success look like? Can you share what some of your top priorities are right now?

Ensuring that all my clients and my internal teams feel special. For me personally, it’s important to make sure that all of our clients, big or small, are getting the attention and support they deserve.

During my typical day, I’ll usually have a list of three major items that I would like to accomplish, and if at the end of the day I’m able to finish even at least one, I feel great because in life we must learn to adapt to changes and the unexpected. I’m also in meetings with my clients daily and touch base with them frequently to see how things are going and how we can continue supporting their needs.

My aim is to ensure that the client experience is always excellent and work with them to understand how to help them solve their day-to-day problems with the help of our products and improve our internal processes to better meet the market needs. My top priority has always been to delight our customers through increased engagement with them about their specific pain points to learn how we can help overcome those and be their ‘voice’ in shaping the future of our product. One of my long-term priorities is to maximize and improve the efficiency of our customer success team so we become proactive, reduce response times and increase customer satisfaction.

Finally, the rewarding moments for me are when I get positive feedback from our clients about our Customer Success team and our FutureVault team, and when I get to see our clients solving core business problems by using our product.

Can you share one of your favorite experiences working here?

There are so many different ones to choose from but if I had to pick one I would say it’s seeing how our product and processes have evolved over the years. Having been a part of FutureVault since it started nearly six years ago, I’ve seen the different stages our product has gone through, and the behind-the-scenes work we’ve been doing to continually improve the overall client experience from sales to implementation to adoption, and implementing their feedback to make their suggestions come to life. Being a part of this whole journey from idea to inception has been incredibly rewarding and very special.

Last but not least, what excites you most about the future of our company?

I’m really excited about what we, as FutureVault, can achieve in the future. Being a part of a company that’s constantly grown and adapted over the years, and having an integral hand in making it a success by being a driver of digital transformation for businesses everywhere.

Feel free to reach out to Caroll and connect with her on LinkedIn or drop an email at caroll.simmons@futurevaultinc.com.

Celent Ranks FutureVault Top Digital Estate Planning Tool 2020

Celent Ranks FutureVault’s Digital Vault Platform as Top Digital Estate Planning Solution

Proprietary Digital Vault Technology Provides Estate Planners and Attorneys with a Suite of Digital Tools to Optimally Manage Document Workflows and Better Engage with their Clients.


TORONTO, April 7, 2020 – FutureVault, an industry-leading Digital Vault Platform in the financial services industry, announced today that Celent, an Oliver Wyman company and global research and advisory firm, has recognized FutureVault as a leading Digital Estate Planning solution in its recently published report, Digital Estate Planning, COVID Proofing Your Estate.

Digital estate planning solutions, from Celent’s view, span several different services. At its core is a digital vault that allows users to store and catalog their digital assets such as critical financial documents, combined with a legal estate planning document generator and a collaboration tool that enables advisor oversight.

“A mature player in the digital estate planning space, FutureVault’s strength lies in its advisor dashboard,” said Awaad Aamir, Wealth Management analyst for Celent. “FutureVault’s checklist feature highlights the steps required to complete a client’s estate plan, keeping advisors on track with a fiduciary audit trail to assist with compliance obligations”.

Specifically, FutureVault’s Digital Vault and comprehensive estate planning tools provide firms and their advisors with the following benefits:

     • Consolidating estate planning documentation in a single space

     • Improving document workflows to significantly reduce time and costs

     • End-to-end solution from client onboarding to ongoing engagement

     • Unique method of differentiation in a highly competitive industry

     • Bank-grade security and encryption offering better document sharing alternative to email

     • Fiduciary audit trail and activity log to significantly improve audit readiness

     • Dynamic checklists that enable advisors to collect information and documents, streamlining the estate planning process


“When we started FutureVault, we conceptualized a solution that would be ideal for Estate Planners and Attorneys and we are delighted to now being recognized as a leading provider in this space,” said G Scott Paterson, Co-Founder and Executive Chairman of FutureVault, “Our Digital Vault solution was built with the modern advisor and firm in mind, giving them along with Trusted Advisors involved in the planning process, the innovative tools they need to optimally manage the estate planning process. Our proprietary technology platform emphasizes security first and foremost at the same time as revolutionizing the way advisors are able to engage with their clients, saving both parties time and money in comparison to legacy systems and processes.” 

This recognition by Celent continues to position FutureVault as a leading provider of information management, document collaboration, and digital vault solutions for the financial services industry.


For more information about FutureVault’s digital vault solutions, please visit futurevault.com.


About FutureVault

FutureVault is an industry-leading digital vault platform that helps organizations and their clients manage information better, together. FutureVault offers a powerful white label solution to manage document distribution and collaboration, while allowing end clients to digitize, deposit, store, and manage all their most important business and personal information. Organizations leverage FutureVault’s proprietary technology to acquire and retain clients, unlock new revenue streams, improve operational efficiencies, protect information assets and maintain compliance obligations.

Media Contact
Michael Bradley, Co-founder & Chief Marketing Officer
michael.bradley@futurevaultinc.com