CASE STUDY

How Aligned Capital Partners Improved Operational Efficiencies by 30%

Aligned Capital Partners leveraged FutureVault to digitize paper records, automate new client onboarding, and improve document management workflows, resulting in a 30% improvement in operational efficiencies.

THE RESULTS

220+

advisors equipped with digital tools & resources

1 week to 1 day

reduction in compliance audit readiness time

30%

savings in overall operational efficiency

50,000+

clients set to benefit from improved services

THE STORY

A Commitment to Value Through Innovation

Aligned Capital Partners Inc. (ACPI), a pioneer in the investment dealer community in Canada, is deeply committed to innovation and providing value to their advisors and clients through robust, secure, and well-integrated technology.

Aligned remains focused on providing its advisors with a premier suite of resources, tools, and service offerings to stay ahead of the ever-changing industry landscape.

Client Document Digitization - FutureVault

THE CHALLENGE

Transitioning From Paper to Digital

To improve their technology infrastructure and offerings, Aligned Capital Partners was in search of a solution to streamline document management for more than 220 independent advisors and their clients. The initial goal was to transform advisors' practices by moving from paper to digital, making it easier to manage, organize, and maintain all corporate and client documents while also eliminating paper-related fees.

5 challenges financial services companies can overcome with FutureVault

THE SOLUTION

Streamlining Workflows & Practice Management

FutureVault’s innovative Digital Vault offering provided Aligned Capital Partners' head office, advisors, and clients with one central repository for all documents, being accessible from secure access points anytime, anywhere.

By leveraging our paper archive digitization solution, advisors’ paper records were collected, scanned, then uploaded to a secure Digital Vault, customized to follow the exact structure and taxonomy for business requirements and overall workflow needs.

Our unique DocuSign integration streamlined the onboarding process for new clients by automatically creating new client Vaults and depositing documents, saving advisors significant time and money while making for a seamless client experience.

Christopher Enright - Aligned Capital Partners
5/5

FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.

Christopher Enright

President & Managing Director, Aligned Capital Partners

LEARN MORE TODAY

Securely Deliver Documents. Automate Workflows. Build Trust.

Learn more about how you can leverage our Digital Vault solutions like Aligned Capital Partners to improve operational efficiencies and streamline document management workflows.

BOOK A DEMO TODAY

Deliver Documents. Automate Workflows. Build Trust.

Learn more about how you can leverage our Digital Vault solutions like Aligned Capital Partners to improve operational efficiencies and streamline document management workflows.