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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 Credit Unions
BUILT FOR CREDIT UNIONS, LINES OF BUSINESS, ADVISORS, AND MEMBERS
Harness the power of AI with the privacy, security, and efficiency of a Client-Centric Digital Vault and Intelligent Document Processing Platform. FutureVault helps Credit Unions, Lines of Business, and Advisors deliver a new relationship paradigm and earn more Primary Client Relationships.
BECOME THE MOST TRUSTED PARTNER
FutureVault’s Digital Vault automates and aggregates critical client documentation (and data) in one centralized location for your Credit Union, Lines of Business, Front Office, and your Members 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™
CREDIT UNION 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 Credit Union’s Systems and 3rd Party Tools
Built on Open APIs, FutureVault’s Platform connects to core community 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
“Introducing the BlueShore Digital Vault and providing this premium offering to our clients provides more value, time savings and peace of mind while safeguarding their most important financial, business, and personal documents”
Fred Cook
Chief Information Officer at BlueShore Financial
