Building Trust & Opportunity Between Financial Services Organizations and their Clients
FutureVault™ is the leading B2B2C white label digital collaboration platform for partner organizations to acquire, retain, and reward their customers while yielding valuable data and analytics.
FutureVault™ is at the epicenter of a brand new disruptive category in the financial services world: the digital collaborative vault. FutureVault offers a cloud-based B2B2C white label SaaS solution for partner organizations to acquire, retain and reward their customers while yielding valuable data and analytics.
FutureVault pioneers a new type of collaboration between organizations, clients and their network of trusted advisors (i.e.: spouse, accountant, wealth advisor, insurance agent, lawyer, etc.). Vault Holders deposit, store and manage important personal, financial & legal documents in a highly structured interface across multiple entities (corporations, sole proprietorships, trusts, family members, etc.).
With robust features around secure sharing, collaboration and organization, FutureVault is an incredibly ‘sticky’ tool to connect and stay connected with clients in order to increase trust, opportunity and profitability between all parties.
Transform your Business and Wow Your Clients. Forever.
Acquire & Activate Clients
Deliver a best-in-class
consumer-centric digital safety
deposit box adding tremendous
value to clients’ lives
Differentiate your product suite
offering from competitors
Empower your team with a
Upsell existing clients through
unique reminder & quote
Gain Insight & Intelligence
Access big data to understand
all your clients better
Develop better insights into
possible new product offerings
Leverage targeted marketing
opportunities to present
relevant products & services
Optimize client support with
activity usage data
Retain & Reward Clients
Stay top of mind with clients on a
daily basis with your branded
Increase share of wallet with new
visibility to held-away assets
Connect with clients’ families
Increase retention throughout
client lifetime and post estate
transition with a “sticky” platform
Achieve Efficiency & Manage Compliance Issues
Deliver account documents &
messaging with a direct, secure
Take advantage of robust
collaborative workflows with
Achieve increased transparency,
trust and comfort with clients
Support compliance & fiduciary
obligations with full audit trail
Partner with FutureVault today to build trust and opportunity with your clients tomorrow
Organizing accounts and assets across multiple institutions and financial service providers has become more complicated than ever before. Do you often worry about losing or mismanaging important account information or investment documents? FutureVault™ maximizes efficiencies and ensures your estate’s assets are kept organized, optimized, accessible and top of mind.
Not only does FutureVault™ use optical character recognition (OCR) to extract the text from your documents for you so you can search everything, but it also provides suggestions on where to file them. That’s just smart.
Deposit Files in Seconds
FutureVault™ allows you to easily ingest your files by emailing yourself at your personal futurevault.com email address or by using the quick upload function.
FutureVault™ helps you drastically reduce excess paper (and ink) usage from printed statements, reports and documentation. Only print what you need when you need it. Also, save volumes of cabinet space in your home or office.