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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Introducing Shredder AI, your solution for automating document management with ease; you can get set up within hours, seamlessly incorporate your own data, and connect it with any current system. The process begins with normalization, where Shredder AI identifies and rectifies issues such as blurred or misaligned fax pages that could compromise usability. Next, it effectively clusterizes pages into cohesive documents, addressing the common scenario where medical facilities send multiple pages as one fax. Furthermore, Shredder AI classifies various documents by type, utilizing advanced pre-trained machine learning models to accurately categorize them. Additionally, it excels in data extraction, streamlining the transfer of information from documents to your CRM by automatically detecting and retrieving form fields. With a commitment to full compliance with medical data regulations, Shredder AI ensures a reliable and efficient document processing experience. This innovative tool not only enhances productivity but also reduces the risk of errors in data handling.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Docusign Yes 
Salesforce Yes 
Yodlee Yes 
Zapier Yes 

Integrations

Active Directory No 
Docusign No 
Salesforce No 
Yodlee No 
Zapier No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FutureVault

Country

Canada

Website

www.futurevault.com

Vendor Details

Company Name

HONE Software

Founded

2012

Country

Bulgaria

Website

honesoftware.com

Product Features

Digital Asset Management

Asset Categorization No 
Asset Library No 
Asset Sharing No 
Brand Control No 
Customizable Branding No 
File Conversion No 
Metadata Management No 
Mobile App No 
Reporting/Analytics No 
Search Within Document No 
Search/Filter No 
Version Control No 
Watermarking No 
Workflow Management No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management Yes 
Version Control No 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

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