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FutureVault is an award-winning AI-Powered Digital Vault and Intelligent Document Processing (IDP) platform for financial institutions, wealth management enterprises, advisors, and clients, pioneering the Client Life Management Vaultâ„¢.
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In the next few minutes, you’ll receive an email from our team to start discussing your needs and use cases, and to share how we’re helping the firms we work with stay compliant, streamline operations, and deliver an enhanced digital client experience.
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STEPS
You'll be receiving an email from our team to schedule a call. During this first call, we'll spend time learning more about your firm, telling you about ours (and our product), along with getting a good understanding of what you're looking to solve for and why we're, in many cases, the best solution.
After we've initially met and mutually decided it's good to keep moving forward, we'll setup product demos for you and the rest of your team that needs to be on these demos to showcase and walk-through the product and any particular use cases.
After we've gone through one or many demos and your decision has been made, the final step in the process is understanding any final and nuanced requirements, completing an infosec questionnaire (if needed), getting compliance approval, and signing a contract for us to start working together.
FutureVault has allowed us to transform our document-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.
Daniel Farmer
Founder & CEO, FigTree Financial Group
