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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 Vault™.
INTELLIGENT DOCUMENT PROCESSING
Scalable Data Extraction + AI-Powered Workflow and Insights
Turn your documents into strategic assets. Unlock the hidden goldmine (data) inside Enterprise, Advisor, and Client documents with FutureVault's Intelligent Document Processing engine and award-winning Digital Vault Platform.
Deliver more engagement more efficiency more value and build deeper primary relationships.
PROUD TO SERVE
UNLOCK THE GOLDMINE OF DATA INSIDE YOUR DOCUMENTS
FutureVault automates, aggregates, and centralizes documents in a secure and structured Digital Vault and leverages OCR and AI to extract critical data that drives insight, governance, and workflow.
INTELLIGENCE AT YOUR FINGERTIPS
Accelerate your Enterprise AI Strategy with FutureVault
Instantly summarize documents (and query entire Vaults), classify/tag documents, generate actionable insights, and extract critical data with our Intelligent Document Processing engine.
STRUCTURED DATA EXTRACTION
Extract Data in Structured Formats
Our IDP engine recognizes and extracts tables, rows, and columns from invoices, statements, reports, and other document types, converting data into structured JSON, CSV, or database formats.
INTEGRATE + AUTOMATE
Automated Data Extraction + Integration via APIs
Drive intelligence, workflow, and automation across your Enterprise and Lines of Business by leveraging our AI/Data Extraction APIs to extract document data and distribute it into your CRM, ECM, Planning Tools, and Corporate Data Lake.
UNLOCK YOUR DOCUMENT INTELLIGENCE
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UNLOCK THE TRUE VALUE INSIDE YOUR DOCUMENTS
FutureVault's IDP Engine
AI-Powered Document Classification
Automatically identify, classify, sort, and categorize documents at scale.
Natural Language Processing (NLP)
Extract context from contracts, legal documents, planning documents, reports, and financial statements to deliver actionable insights and recommendations.
Document Validation & Quality Control
Review and validate extracted data from documents with external databases such as CRMs, ERPs, regulatory databases.
Advanced Optical Character Recognition (OCR)
Extract text from scanned PDFs, images, or handwritten documents and convert unstructured text into machine-readable, structured data.
Table & Structured Data Extraction
Recognize and extract tables, rows, and columns from invoices, statements, and reports, converting data into structured JSON, CSV, or database formats.
Workflow Automation & API Integration
Automate document-driven workflows across multiple functions. Our Data Extraction APIs make it easy to integrate and ingest extracted data into your existing tools and systems (CRM, ERP, Data Lakes, etc.).
Intelligent Data Extraction
Extract fields and critical data from documents including names, dates, financial values, terms, addresses, account statuses, and more.
Multi- Language Support
Our IDP engine supports multiple languages, including non-Latin scripts, while automatically detecting document language, applying appropriate context.
Searchable & Indexable Document Repository
Automatically indexes extracted data, making documents searchable by content within the documents.
BY THE NUMBERS
Committed to helping great organizations do more .
350,000+
CLIENT VAULT ACCOUNTS
$800B+
AUM OF PARTNER FIRMS
6,000+
PARTNER PROFESSIONALS
Scale compliance, operations, and client servicing with FutureVault
“The Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve compliance. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Christopher Enright
President & Managing Director, Aligned Capital Partners (CI Financial)
