FUTUREVAULT SUCCESS STORY
How Aligned Capital Partners Saves More Than 30% in Back-Office & Admin Costs
IIROC-registered investment dealer, Aligned Capital Partners (CI Financial), leverages FutureVault to digitize paper records, automate new client onboarding processes, meet document retention requirements, and automate the secure delivery of advisor and client statements, leading to a 30%+ improvement in operational efficiencies.
Delivering Value Through Innovation
Aligned Capital Partners Inc. (ACPI), a CI Financial company and a pioneer in the investment dealer community in Canada, is deeply committed to innovation and providing value to its 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 and compliance landscape.
THE INITIAL 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 processes 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 enterprise, advisor, and client documents while also reducing and eliminating any fees related to paper.
Automating Document-Driven Processes
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.
FEATURES AND BENEFITS
Widely Used Features by Aligned
Automatically provision new client Vaults and auto-deposit e-signed documents into specific folders.
Secure Bulk Uploads
Automatically (and securely) deliver statements and critical documents in bulk.
Securely request and receive required documents from advisors and clients.
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.
President & Managing Director, Aligned Capital Partners