NEWVault Insights AI: ask your vault anything, cited to the source.See how it works

USE CASE · DOCUMENT INTELLIGENCE

Your documents are data.
Start using them.

Turn statements, tax forms and applications into structured data your advisors, CRM and AI tools can act on.

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Intelligent Document Processing

SOURCE DOCUMENT

Q3 2026 Brokerage StatementAccount ••• 4471Ending value $3,152,880.14Period Jul 1 to Sep 30, 2026

Classified: StatementOCR 99%

STRUCTURED OUTPUT · JSON

{
  "doc_type": "statement",
  "household": "Chen",
  "account": "•••4471",
  "period": "2026-Q3",
  "ending_value": 3152880.14,
  "custodian": "Schwab",
  "route_to": ["CRM", "Data lake"]
}

VAULT INSIGHTS AI3 clients have policies expiring within 60 days.Policy schedule.pdf

INSIGHTSThis week186next best actions surfaced from documents

Before and after

From files to insight.

Without FutureVault

Critical data trapped inside PDFs

Analysts re-keying numbers by hand

CRM records out of step with documents

AI projects stalled on unstructured data

With FutureVault

Data extracted automatically on ingest

Structured JSON and CSV, ready to use

CRM and data lake updated through APIs

AI that reasons over governed, structured data

In practice

Opportunities hiding in the documents you already hold.

Illustrative example

HARBOR PEAKWEALTH PARTNERS

$41MHeld-away assets foundIn statements clients uploadedReview

22Households missing a beneficiaryOn registered accountsRequest

14GICs maturing in 60 daysAcross 11 householdsReach out

9Wills older than 10 yearsFlagged for estate reviewSchedule

Your book, read for youVault Insights AI surfaces what needs action, across every household.

Which clients hold accounts at other institutions?

37 households. The largest is Okafor ($6.2M at another custodian), per statements uploaded in 2026.

Source 1Source 2

Ask across your whole bookAnswers drawn only from documents you can see.

Whole Life Policy, Chen.pdf98% confidence

InsuredKevin Chen

Face amount$2,000,000

BeneficiaryMei Chen

RenewalMar 1, 2027

Insurance policies, understoodCoverage details pulled from every policy.

Illustrative example

$41Mheld-away assets identified

Revenue you can seeOpportunities sized from real documents.

This week’s actions2 of 4

Beneficiary requests sent

GIC renewal calls booked

Estate reviews scheduled

Held-away review meetings

Next-best actionsEvery insight turns into a task.

Vault Insights AIfound 22 missing beneficiaries · 2 min ago

Jordan Patelsent 22 document requests · 14 min ago

Compliancereviewed AI activity · 1 hr ago

Every insight on the recordWho acted on what, and when.

How it works

From document to decision.

1IngestDocuments arrive from every source.
2ExtractIDP reads, classifies and structures the data.
3ConnectData flows to CRM, ECM and your data lake.
4ActInsights and next-best actions surface for advisors.

The products behind it.

Intelligent Document ProcessingClassify, extract and act on document data at scale.Explore Document LakeEvery document from every source in one governed place, ready for retrieval and AI.Explore Document Lake Vault Insights AIAsk any vault a question. Answers cited to the source.Explore FutureVault MCPConnect Claude, ChatGPT and your AI tools, fully governed.Explore

Connects with

Built for

Banks Wealth Management Insurance Broker-Dealers

WHY FUTUREVAULT LEADS

The document infrastructure
others are measured against.

See how we compare

#1Integrations in Client File SharingEzra Group integration score, 8.82/10

1,000+API endpointsPlus 7,000+ apps through Zapier

350KFiles delivered per hourCustodial delivery at enterprise scale

SOC 2Type II examinedOperational security, independently examined

1,325%ROI on IDPDocumented for a tier-1 institution

MCPGoverned AI, built inClaude, ChatGPT and agents, permissioned and logged

NOT EMAIL ATTACHMENTSNo vault, no permissions, no audit trail, and no way to take a document back.

NOT GENERIC FILE SHARINGBuilt for internal teams and shared links, not for clients, households and custodians.

NOT DOCUMENT DRAWERSStorage without custodial delivery, document intelligence or governed AI.

7M+

Documents processed a month

JSON · CSV

Structured output

1,000+

API endpoints

1M+

Client vaults

Secure AI

AI built for regulated data. Governed by design.

The same controls that protect every document protect every AI answer, extraction and action.

Visit the Trust Center

Private large language modelsAI runs on private models. Your documents stay within your environment and are never shared with public AI services or used to train them.
Permission-aware by defaultAI inherits role-based access controls and enterprise-scale permissions, so it only ever sees what that user is allowed to see.
Every AI action on the recordEvery question, answer, extraction, summary and agent action is logged in the audit trail, with the documents it used.
Cited and verifiableAnswers link to the exact source documents, and every extracted field carries a confidence score.
Your firm’s controlsAI is enabled where you configure it, and retention policies and legal holds apply to AI as to every document.
Residency and encryptionHosting in Canada, the United States or Europe, encryption in transit and at rest, and your own keys on request.
Independently examinedSOC 2 Type II examined, with 24/7 monitoring, vulnerability scanning and penetration testing.

FAQ

Document intelligence questions, answered.

What is document intelligence?

Turning the data inside documents, from statements to applications, into structured information systems and people can act on.

How is document data extracted?

FutureVault’s IDP engine uses OCR, classification and language models to extract data into JSON, CSV or database formats.

Can the data reach our CRM and data lake?

Yes. Extracted data is delivered through APIs into your CRM, ECM, planning tools and corporate data lake.

How does FutureVault reduce operating costs?

By automating the document delivery, filing and collection that teams otherwise do by hand. Firms save 30% or more in back-office and administrative costs, and Aligned Capital Partners improved operational efficiency by 30%.

Is FutureVault secure enough for our compliance and InfoSec teams?

FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.

What does FutureVault integrate with?

Custodians including Schwab, Axos, CI Investment Services, NBIN and Fidelity Clearing Canada; CRMs including Salesforce and Microsoft Dynamics; DocuSign and Adobe Sign; portfolio, alternatives and identity platforms; Zapier; and 1,000+ API endpoints. FutureVault holds the highest Ezra Group integration score in Client File Sharing.

More use cases

Custodial statement delivery Tax season delivery Client onboarding Advisor transitions Compliance & audit readiness Document governance Estate planning & wealth transfer

Your documents are data.Start using them.