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FutureVault is the industry-leader and award-winning AI-powered Digital Vault and Intelligent Document Processing (IDP) platform for financial services and enterprise wealth management, pioneering the Client Life Management Vault™.
AI-Powered Digital Vaults for Financial Institutions
BUILT FOR BANKS, LINES OF BUSINESS, ADVISORS, CLIENTS
Harness the power of AI with the privacy, security, and efficiency of a Client-Centric Digital Vault and Intelligent Document Processing Platform. FutureVault helps Banks, Lines of Business, and Advisors deliver a new relationship paradigm and earn more Primary Client Relationships.
BECOME YOUR CLIENTS' MOST TRUSTED PARTNER
FutureVault’s Digital Vault automates and aggregates critical client documentation (and data) in one centralized location for your Bank, Lines of Business, Front Office, and your Clients while leveraging OCR and AI/LLMs to extract data to drive enterprise workflow at scale
EARN primary client relationships
CENTRALIZE critical DATA & documents
CONNECT line of business WORKFLOW
CLIENT CENTRICITY
Become Client-Centric to Deliver More Value
FutureVault’s Client Life Management Vault™ simplifies the digital lives of households, drives primary client relationships, and increases engagement with family members and the next generation.
Gain Mind Share and Deliver Generational Trust with Clients via the Client Life Management Vault™
CROSS-BANK CONNECTIVITY
Enable Connectivity Across Lines of Business and Front Office
Gain unique (and complete) line of sight across the Enterprise, Lines of Business, Advisors, and Clients to drive meaningful conversations and engage with clients at the right time.
Gain Enterprise-Wide Line of Sight and Drive Document Handling Workflow Efficiencies
INTELLIGENCE AT YOUR FINGERTIPS
Accelerate your Enterprise AI Strategy with FutureVault
FutureVault’s AI-powered Digital Vault and Intelligent Document Processing platform extracts critical data from within documents to transform enterprise workflow to improve data governance, front office and line of business service delivery, and drive more primary client relationships at scale.
INTEGRATION & API CONNECTIVITY
Connect your Bank’s Systems and 3rd Party Tools
Built on Open APIs, FutureVault’s Platform connects to Bank and Line of Business systems and third-party tools to automate document delivery and streamline enterprise-wide workflow within and across Lines of Business.
FEATURED PLATFORM CAPABILITIES
Stand-alone and integrated experiences for Lines of Business, Advisors, and Clients
BY THE NUMBERS
Committed to helping great organizations do more .
$950B+
AUM OF PARTNER FIRMS
420,000+
CLIENT VAULT ACCOUNTS
6,000+
PARTNER PROFESSIONALS
$950B+
AUM OF PARTNER FIRMS
420,000+
CLIENT VAULT ACCOUNTS
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)
