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Description
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
Description
Organize document data for storage, analysis, searchability, and process automation. Document AI facilitates the extraction, classification, and segmentation of documents using a combination of pre-trained models and custom models available through Workbench. Subsequently, utilize a data warehouse to effectively search and archive documents. This comprehensive solution allows you to manage the entire lifecycle of unstructured documents in a single platform. By reducing the need for manual document processing, lowering setup expenses, and speeding up implementation, you can harness your document data to uncover valuable insights related to your products and enhance customer satisfaction. Additionally, enhance operational efficiency by converting unstructured documents into structured data, making it accessible for your business applications and users. Streamline compliance workflows by automating and validating all documents, which minimizes uncertainty and ensures data remains accurate and compliant. Moreover, leverage these insights to not only meet customer expectations but also to boost CSAT, advocacy, lifetime value, and spending, ultimately driving business growth. Embracing this unified approach can lead to significant improvements in productivity and decision-making.
API Access
Has API
API Access
Has API
Integrations
Ace Cloud Hosting
Active Directory
Appian
Automation Anywhere
Azure Marketplace
DXC Cloud
Devoteam
Docusign
Envestnet | Yodlee
FindMyFieldforce
Integrations
Ace Cloud Hosting
Active Directory
Appian
Automation Anywhere
Azure Marketplace
DXC Cloud
Devoteam
Docusign
Envestnet | Yodlee
FindMyFieldforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
Country
United States
Website
cloud.google.com/document-ai
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control