Aligned Capital Partners

FUTUREVAULT SUCCESS STORY

How Aligned Capital Partners Saves More Than 30% in Back-Office & Admin Costs

IIROC-registered investment dealer, Aligned Capital Partners (CI Financial), leverages FutureVault to digitize paper records, automate new client onboarding processes, meet document retention requirements, and automate the secure delivery of advisor and client statements, leading to a 30%+ improvement in operational efficiencies.

INITIAL RESULTS

220+

advisors equipped with compliant digital tools

1 week to 1 day

reduction in compliance audit readiness time

30%

savings in overall operational efficiency

50,000+

clients benefiting from an improved digital experience

THE BACKGROUND

Delivering Value Through Innovation

Aligned Capital Partners Inc. (ACPI), a CI Financial company and a pioneer in the investment dealer community in Canada, is deeply committed to innovation and providing value to its advisors and clients through robust, secure, and well-integrated technology.

Aligned remains focused on providing its advisors with a premier suite of resources, tools, and service offerings to stay ahead of the ever-changing industry and compliance landscape.

THE INITIAL CHALLENGE

Transitioning From Paper to Digital

To improve their technology infrastructure and offerings, Aligned Capital Partners was in search of a solution to streamline document management processes for more than 220 independent advisors and their clients. The initial goal was to transform advisors' practices by moving from paper to digital, making it easier to manage, organize, and maintain all enterprise, advisor, and client documents while also reducing and eliminating any fees related to paper.

Digital Vaults Have Materially Evolved - Operational and Compliance Efficiencies for Front and Back Office Teams

THE SOLUTION

Automating Document-Driven Processes

FutureVault’s innovative Digital Vault offering provided Aligned Capital Partners' head office, advisors, and clients with one central repository for all documents, being accessible from secure access points anytime, anywhere.

By leveraging our paper archive digitization solution, advisors’ paper records were collected, scanned, then uploaded to a secure Digital Vault, customized to follow the exact structure and taxonomy for business requirements and overall workflow needs.

Our unique DocuSign integration streamlined the onboarding process for new clients by automatically creating new client Vaults and depositing documents, saving advisors significant time and money while making for a seamless client experience.

FEATURES AND BENEFITS

Widely Used Features by Aligned

eSignature Automation Workflow with FutureVault

eSignature Workflows

Automatically provision new client Vaults and auto-deposit e-signed documents into specific folders.

Secure Bulk Upload Using FutureVault

Secure Bulk Uploads

Automatically (and securely) deliver statements and critical documents in bulk. 

Secure Document Checklist with FutureVault

Document Checklists

Securely request and receive required documents from advisors and clients. 

Christopher Enright - Aligned Capital Partners
5/5

FutureVault has allowed us to transform our paper-based processes & significantly augment the client-advisor experience while improving efficiencies, managing security, and reducing compliance risk.

Christopher Enright

President & Managing Director, Aligned Capital Partners

LEARN MORE TODAY

Securely Deliver Documents. Automate Workflows. Build Trust.

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Deliver Documents. Automate Workflows. Build Trust.

Learn more about how you can leverage our Digital Vault solutions like Aligned Capital Partners to improve operational efficiencies and streamline document management workflows.