Team Spotlight - Meet Jimmy Li

Employee Spotlight: Meet FutureVault’s Jimmy Li

Tell us a little bit about yourself and your professional background – what’s your “story”?

In 2006, when I was 8 years old, my parents and I immigrated to Canada from Beijing, China. Now, we proudly call Canada our home! I had always wanted to be an engineer (both my parents are software engineers), but I really did not enjoy or seriously consider software as a career until my second year in University.

FutureVault is the first company I’ve been at in a full-time software developer role. Before joining the team here in a full-time capacity, I worked at FutureVault as an intern as part of University Toronto’s PEY program, and also as a part-time consultant while finishing up my degree. After officially graduating from the University of Toronto with a Major in Computer Engineering in 2020, I joined FutureVault full-time, and have been enjoying my time here ever since!

What motivates you and keeps you “going”?

I love to code, and I love challenges! I also believe there is always something to be improved upon. So, as long as I am working on interesting projects that push my abilities, the motivation comes naturally!

What has it been like working at FutureVault?

Working at a start-up like FutureVault means every day is a little different, but always exciting! Whether it is working closely with other departments on projects, or interacting with clients directly, I am constantly learning and adapting to new situations. Insights gained from this, as well as occasional client feedback always provide me with a much deeper understanding of how the product is being used, and I try to apply this feedback and insight into my designs and implementations to continue building the best product for our clients.

What does your typical workday on the Technology team look like? Can you share what some of your top priorities are right now?

My typical workday involves a mixture of software development, fulfilling customer support requests, and occasional code reviews. I am the lead in FutureVault’s bulk upload automation and workflow, so a significant amount of my time is dedicated to maintaining and supervising the automated upload process in which documents are securely uploaded from our SFTP servers directly into the vaults of our end users. Currently, one of my top priorities is to refine the bulk upload process so that we can take it to the next level and provide our clients with more automation and efficiency when delivering documents.

Can you share one of your favorite experiences working here?

There are so many great experiences, but I would have to pick the many times, prior to COVID, when some of the dev team and I would go to have lunch at Kinton Ramen every Friday. It’s these little things, like sharing stories and laughs over hot bowls of delicious ramen that remind me why I love working here at FutureVault!

Last but not least, what excites you most about the future of our company?

The fact that so many of our customers choose to stay with us speaks a lot to the product, our services, and the passion of everyone at this company. Through the twists and turns of every year, FutureVault has kept growing, and I am excited to see which direction this, and the next years will take us!

SRG Financial Advisors Launches The Mile Marker Vault Powered by FutureVault's Digital Vault Technology

SRG Financial Advisors Launches Mile Marker Digital Vault Powered by FutureVault

SRG Financial Advisors Launches Mile Marker Digital Vault Powered by FutureVault

Osage Beach, MO, USA — SRG Financial Advisors, a wealth management and financial advisory firm headquartered in Osage Beach, Missouri, today announces the launch of the Mile Marker Vault through its partnership with FutureVault, an industry-leading provider of secure document exchange and Digital Vault solutions.

As the cloud-based information management hub of SRG Financial Advisors’ proprietary process, the Mile Marker FORMula, the Mile Marker Vault is the first of several next-generation process and technology upgrades the SRG team is implementing for their clients. The goal is to simplify processes while enriching their clients’ wealth management and financial planning experience, so they can spend more time focused on what matters to them most – family, occupation, and recreation – as they pursue and implement a work-optional lifestyle. With the Mile Marker Vault, SRG bolsters its commitment to a paperless office that provides an enhanced client experience through a secure, digital, client-facing platform. FutureVault’s technology will effectively streamline interactions between SRG Financial Advisors and its clients by equipping them with a secure, shared platform to manage information and documents better, together. As a way of eliminating the back-and-forth exchanges of information and documents, clients will be able to receive, upload and share key files, including onboarding documents, recurring client statements, market updates and communications, and financial services agreements, all in one centralized, organized, and secured environment.

“We are looking forward to the positive impact the Mile Marker Vault will have across the many functions of our business, including simplifying information and document exchanges, managing compliance and document retention, and, most importantly, making our clients’ lives easier through the use of a secure, state-of-the-art cloud vault solution,” commented Bill LaCasse, Owner at SRG Financial Advisors. “Additionally, the vault’s security controls and data encryption will help our clients mitigate their risks from cyber threats and identity theft that can come from the use of regular email and document storage solutions.”

A few key features and components of Mile Marker Vault include:

➜ Best-in-class bank-grade security and compliance

➜ Intuitive document search

➜ Structured taxonomy to securely and efficiently store, manage, and access vault documents

➜ Digitization and consolidation of important documents and information within one secure and accessible location

➜ Dynamic checklists and workflows to standardize processes such as collecting, uploading, and managing information

➜ Vault owner ability to grant and rescind vault, folder, or document-level access to other users

➜ Complete, transparent audit trail of all vault activities

➜ 24/7 high-security storage with data backups and redundancy

“Bill LaCasse and the team at SRG Financial Advisors are an exceptionally inspiring group with an innovative approach toward holistic financial planning. We look forward to becoming an integral part of their company as they look to augment back and front-office efficiencies, as well as enhance their value proposition to clients by providing personal life management vaults,” commented G Scott Paterson, Co-founder and Executive Chairman at FutureVault.

The Mile Marker Vault is now live for internal users to manage company documents. SRG Financial Advisors will look to begin rolling out Digital Vaults to their clients in Q2 2022.

About SRG Financial Advisors

Headquartered in Osage Beach, MO for over 30 years, with additional offices in Columbia, MO and Lee’s Summit, MO, SRG Financial Advisors is an independent financial advisory and wealth management firm with a simple motto: Plan First, Invest Second®. With over 50 years of combined experience, the SRG team works primarily with successful people from all walks of life who are looking for guidance on how to structure the second half of their lives and achieve a work-optional lifestyle. To do this, SRG has developed and refined a proprietary process that helps them take all the pieces of the financial puzzle and assemble them into a plan that integrates wealth management with risk and debt management, income and tax planning, and philanthropy, as well as many other value-added services. This plan allows their clients to focus on what matters most to them and be prepared as their lives unfold and their needs evolve. This process is called the Mile Marker FORMula.

Visit srgfinancialadvisors.com for more information.

William LaCasse and Tyler Bannister are adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., a registered investment adviser located at 6020 East Fulton Street, Ada, MI  49301. William LaCasse is a registered representative of USA Financial Securities (Member FINRA/SIPC). SRG Financial Advisors is not affiliated with USA Financial Securities.

About FutureVault

FutureVault is an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and households to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver client documents and statements, onboard and retain clients, onboard and retain advisors, and manage compliance and audit readiness leading to significant operational efficiencies. By leveraging FutureVault’s patented technology, organizations save significant time and money in their day-to-day workflows.

Visit futurevault.com to learn more. Follow us on LinkedIn.

Daniel Kenny Former HSBC Exec Appointed CEO of FutureVault

Former HSBC Global Executive, Daniel Kenny, to Take the Reigns as FutureVault’s Chief Executive Officer

FOR IMMEDIATE RELEASE

Toronto, Ontario, January 11, 2022  — FutureVault, an industry-leading provider of secure document exchange and patented Digital Vault solutions for the financial services industry, announced earlier today the appointment of former HSBC global executive and recent FutureVault COO, Daniel Kenny, as Chief Executive Officer.

In May 2021, well-known technology veteran and former OpenText CEO, John Shackleton, joined FutureVault to serve as interim CEO for the balance of 2021. Shackleton accepted the mandate of working closely with the FutureVault Board of Directors and the executive management team to fine-tune the Company’s strategic vision and direction while contemporaneously seeking the ideal candidate to take the reigns as the company’s new leader.

“Daniel is as versatile of a leader and executive as they come. His expertise in global financial services along with having a deep understanding of software architecture, makes him the perfect fit to lead the organization”, commented Shackleton.

Shackleton will continue to work alongside the FutureVault executive team as an executive consultant to provide transition support while continuing to help shape the strategic direction of the firm.

Prior to joining FutureVault as Chief Operating Officer in January 2021, Daniel worked for over 20 years with HSBC globally in Tokyo, Jakarta, New York, and most recently in Toronto where he served as Managing Director & COO for Global Banking and Markets, HSBC Canada.  Daniel’s background in Systems Design Engineering with Computer Engineering and Management Science Options from the University of Waterloo led him to developing technology-driven strategies and infrastructure across Asia. Upon his return to North America, he oversaw and managed global transformation programs to deploy effective AML and Sanction controls.

“I have been fortunate to work side by side with an incredibly talented group at FutureVault over the past year. 2021 was a notable year for our team in gaining recognition and momentum; all of which have positioned us [FutureVault] for a breakout year in 2022”, commented Daniel.

FutureVault Executive Board Chair, G Scott Paterson, commented, “Daniel is a world-class executive with deep operational know-how, hands-on technology expertise, and extensive knowledge in global financial services. We are excited to have him lead us through the next chapter of our journey.”   

For media inquiries and additional information about FutureVault’s patented, industry-leading Digital Vault technology, please visit futurevault.com or contact FutureVault at press@futurevaultinc.com.

About FutureVault
FutureVault is an industry-leading provider of secure document exchange and Digital Vault solutions for the financial services industry that enables institutions, advisors, and households to manage information better, together. FutureVault offers a powerful white label solution that transforms the way organizations manage, store, and deliver client documents and statements, onboard and retain clients, onboard and retain advisors, and manage compliance and audit readiness leading to significant operational efficiencies. By leveraging FutureVault’s patented technology, organizations save significant time and money in their day-to-day workflows.

Michael Reynolds - FutureVault Director of Sales

Team Spotlight: Meet Michael Reynolds

“We have an incredible, unique, and innovative platform that is just getting seen in the market, and people are noticing its power and how it can be leveraged by all stakeholders.”

Tell us a little bit about yourself and your professional background – what’s your “story”?

Early in my professional career, I co-founded a seafood wholesale business in NYC, Wild Edibles, which was spawned from my working in many of the top restaurants in NY at the time and my personal passion for cooking and international foods. I’ve always been an entrepreneur and have loved everything tech-related.

After I sold my shares in the early ’90s, I then became involved professionally in technology and have been working in sales & operations since then. My primary verticals have been Healthcare and Financial Services although through my enterprise sales journey I’ve touched into other sectors. I’ve now been with FutureVault for one year and the journey with the team has been nothing short of amazing.

What motivates you and keeps you “going”?

As I like to call it, it’s “connecting the dots” and creatively solving problems. It brings me great joy to share and implement solutions that make people’s business and personal lives more efficient, freeing them up to create more opportunities and value for their businesses and their lives.

In short, I guess I just like fixing stuff with better solutions and systems.

In just three words, describe what it’s been like working at FutureVault.

Innovative, Technology, and Empowerment. I feel like at FutureVault empowerment plays a big role in your job duties.

What does your typical workday on the Sales team look like? Can you share what some of your top priorities are right now?

My typical workday is to share the FutureVault solution with folks looking to bring more efficient ways to manage critical information. This can be from a small Family Office firm to large Wealth Management firms or even Credit Unions. My top priority is to work on client sales and strategic partnerships, sharing the message about what we’re doing here and expanding our company into other markets.

Other than that I’m also busy identifying key markets opportunities for the company, staying on top of emerging trends in the Digital Vault ecosystem, and collaborating with our Marketing and Customer Success teams.

Can you share one of your favorite experiences working here?

Besides seeing the value our clients and their customers are realizing, I’d say it was definitely finally meeting the whole team in Toronto after being hired on Zoom and working remotely for the first 8 months.

Last but not least, what excites you most about the future of our company?

We have an incredible, unique, and innovative platform that is just getting seen in the market, and people are noticing its power and how it can be leveraged by all stakeholders. I’ve always been an early adopter of technology solutions and I fully believe that FutureVault is ahead of its time, so I’m excited to see where this journey leads.

Feel free to reach out to Michael and connect with him on LinkedIn.

Team Spotlight - Meet Misha Gupta

Team Spotlight: Meet Misha Gupta

“My current role as a Product Owner involves a little bit of everything—coordinating, managing, prioritizing, monitoring and controlling.”

Tell us a little bit about yourself and your professional background – what’s your “story”?

I moved to Canada from India around 10 years ago with some big dreams and a small bank balance. Thanks to my technical background, I was able to quickly land a great job in the IT industry and since then there has been no looking back.

After working as a QA Analyst for several companies, I had the chance to join FutureVault at the start of 2018 and now, over the course of 4 years, my role has transitioned into Product Owner and Release Manager, where I am responsible for leading the vision and roadmap for our digital vault platform. It has been a remarkable journey here at FutureVault so far and I’ve been provided with loads of learning opportunities to grow and push my boundaries.

What motivates you and keeps you “going”?

I’d say the main thing that motives me is learning new things and acquiring new skills. I consider myself a people person and love coordinating and collaborating with other people, which my current role allows me to do. Another important thing that keeps me going every day is waking up every morning to witness the happy smiles of my family.

In just three words, describe what it’s been like working at FutureVault.

Motivating, Progressive, and Trusting. Of these three, ‘motivating’ for me has been the biggest factor because I feel that my manager drives me in the right direction and constantly guides me on how to progress in my career.

What does your typical workday on the Development team look like? Can you share what some of your top priorities are right now?

My current role as a Product Owner involves a little bit of everything—coordinating, managing, prioritizing, monitoring, and controlling. A typical day would include working off the product roadmap and managing our backlog to prioritize requirements for product development. It also involves being available to our development team to provide answers for questions they might have about use-cases or implementing a new product feature.

As a Product Owner, one of my primary responsibilities is ensuring that our development cycle is working smoothly and we are on course to achieve our set goals and targets. I work with a cross-functional team in planning a product release and track our progress to deliver it on time. Ultimately, the aim is to plan and execute how our product can be enhanced and add more value for our clients.

Can you share one of your favorite experiences working here?

It’s very hard for me to mention any single favorite experience of working here. However, the best thing would be when I started with FutureVault, I was a total stranger in a new place but have now made some great lifelong friends along the way, who work as a stress-buster and make working at FutureVault a pleasure every single day.

Last but not least, what excites you most about the future of our company?

The most exciting thing would be the great progress that FutureVault has been making in the world of digital document management and continuously innovating to deliver a best-in-class product that goes the distance in helping our clients improve productivity and security of their documents.

Feel free to reach out to Misha and connect with her on LinkedIn.

Meet Saul Pardillo

Team Spotlight: Meet Saul Pardillo

“Design is a key element in effective visual communication, and it’s the main ingredient that makes people pay attention to the core message we want to get across.”

Tell us a little bit about yourself and your professional background – what’s your “story”?

I have always been interested in arts and creating compelling visuals to tell a story. Naturally, Design seemed like the perfect field for me to study. After graduating in 2001, I worked in several advertising agencies and small studios around Toronto where I gained a lot of experience in motion graphics, design, and advertising.

I truly enjoy the diversity of my work, which can range anywhere from creating web graphics to directing, producing, and editing corporate videos. Design is a key element in effective visual communication, and it’s the main ingredient that makes people pay attention to the core message we want to get across.

What motivates you and keeps you “going”?

The most important thing for me is constant innovation in design and delivering creative outputs. The daily exercise of finding new ways to improve product design and visual communication has always been my main motivation.

In just three words, describe what it’s been like working at FutureVault.

Exciting, Constantly Evolving, and Fun (haha that was four words). Resolving product design challenges and working closely with a team of experts has been an overall amazing experience during my 6+ years of working here at FutureVault.

What does your typical workday on the Marketing team look like? Can you share what some of your top priorities are right now?

There is usually no typical day for me, and that’s the main reason why I love my job. One day I might need to help with designing our web and mobile interfaces and the next I might be working on Adobe Illustrator and creating a detailed design brand book.

Currently, my top priorities at the moment are working on new designs for our user experience and product interface. I’m also currently working closely with the marketing team to develop collateral materials and creative assets for our corporate website.

Can you share one of your favorite experiences working here?

After all these years of working at FutureVault it’s hard to find a single one but I guess one of the most exciting experiences was to be able to finalize our new design brand guidelines. It was a joy to work on from start to finish.

Last but not least, what excites you most about the future of our company?

Working with a talented and hard-working group of people, and the fact that not even a global pandemic has slowed us down just shows how committed our team is in making sure that we create the best product possible for our clients and partners.

Feel free to reach out to Saul and connect with him on LinkedIn.

Team Spotlight - Meet Leo Moura

Team Spotlight: Meet Leo Moura

“The most important thing here is opportunity because our leaders at FutureVault always encourage and give us free rein to execute on new ideas and work on learning new skills.”

Tell us a little bit about yourself and your professional background – what’s your “story”?

I’m originally from Brazil and moved to Canada around seven years ago. I’ve been working as a software developer since 2009 in many different projects that pushed me to step out of my comfort zone from time to time and learn new code. My biggest project in Brazil involved working on an integrated platform to provide digital solutions to the transport sector.

I’ve been consistently working on improving my developer skills by learning multiple coding languages like JavaScript, Python, C#, etc. After moving to Canada I completed my certification in Mobile Application Development which then naturally led me to my role here at FutureVault. I joined the FutureVault team in February 2018 and now look after our platform’s mobile side and cloud computing.

What motivates you and keeps you “going”?

As a developer at heart, the thing that motivates me the most is constructing something new every day. Each line of code and each feature makes me proud to watch and show what I am building. It is an extremely satisfying feeling when you see something new being released that you created and receive positive feedback from users and clients. There is always a new challenge – to learn a code, a new API, or solve a bug.

Another important thing that keeps me going every morning is coffee… Can’t forget the coffee!

In just three words, describe what it’s been like working at FutureVault.

Opportunity, Teamwork, and Fair Play. The most important thing is here opportunity because our leaders at FutureVault always encourage and give us free rein to execute on new ideas and work on learning new skills.

What does your typical workday on the Development team look like? Can you share what some of your top priorities are right now?

My typical day as a software developer usually starts with looking at the tickets that I have been working on recently. First, I will verify which tickets are the top priority for that day, and then I’ll update their status and write some notes on how to get them resolved quickly. After that, I usually have a standup meeting with my workmates to share what I’ve been working on, some challenges faced, and to see if others need my help with anything. I also write, review and approve some code and submit tasks to QA to analyze and perform tests. My top priority these days is successfully launching the mobile version of our 4.X (our new version) and making sure that the code works perfectly.

Can you share one of your favorite experiences working here?

I wouldn’t say it’s just one thing but instead, the overall experience of working here at FutureVault. Whenever I get stuck, I always share the issues with my teammates, and everybody steps in to help me by providing a different point of view or bringing more ideas and solutions. We have a solid team that tries to help you no matter what it takes.

As much as I enjoy working from home, some of my favorite memories are from the times when we were in the office and brainstorming new ideas with teammates about solving product-related issues as well as those times playing board games during lunch hours.

Last but not least, what excites you most about the future of our company?

I’m extremely excited about the work we’re doing and the general direction the company is going in right now. I’m particularly excited about the new platform version 4.X that we have been working on over the past few months. I’m looking forward to seeing our clients and users start using the new and improved features we have implemented and to give us feedback.

Feel free to reach out to Leo and connect with him on LinkedIn or drop an email at leo.moura@futurevaultinc.com.

FutureVault Successfully Achieves SOC 2 Type II Certification

FutureVault Achieves SOC 2 Type II Certification

This release originally appeared on EIN Newswire.

Toronto, Ontario, September 22, 2021  — FutureVault, an industry-leading document management and Digital Vault Platform for financial institutions and enterprises, announced today its successful completion of the Service Organization Control (SOC) 2 Type II audit, earning the SOC 2 Type II certification.  

The SOC 2 Type II certification is a complex certification within the SOC protocol, covering day-to-day operations to ensure that FutureVault complies with leading industry security policies and standards for managing enterprise and client data. SOC 2 compliance provides partners, customers, and clients with the assurance that FutureVault operates its infrastructure, tools, and processes to secure their data and information. 

The report validates the strength and robustness of FutureVault’s internal security, compliance, and technology. Additionally, the SOC 2 Type II report reflects FutureVault’s ongoing commitment to best-in-class information security and document management for financial services organizations, professional service providers, and their clients. 

“The successful completion of our SOC 2 Type II certification is an incredible milestone for the FutureVault team, validating our commitment to information security and processes,” said Luke Kyleman, Chief Technology Officer at FutureVault. “This milestone is indicative of our commitment to providing our partners, customers, and their clients with best-in-class security and compliance policies to store, manage and protect their information,” adds Nevin Markwart, FutureVault’s Chief Information Security Officer. 

The successful completion of the SOC 2 Type II compliance certification continues to position FutureVault as an industry leader in the information management, document filing, and Digital Vault space for financial services and wealth management organizations everywhere.  

For more information about our Digital Vault platform including our security and compliance certifications, contact our team today.

FutureVault Successfully Granted US Patent for Document Sharing and Collaboration with Trusted Advisors (2)

FutureVault Successfully Granted US Patent for Document Sharing and Collaboration with Trusted Advisors

This press release originally appeared on EINPresswire.com

TORONTO, ON, CANADA, September 16, 2021 — FutureVault, the leading document management and Digital Vault Platform for the financial services industry, today announces that the U.S. Patent and Trademark Office has allowed the patent application 15/690,760 “Systems and Methods For Sharing Documents”.

This invention enables FutureVault users to electronically store, share and grant collaborative document management functions to Trusted Advisors. Examples of Trusted Advisors include, but are not limited to:

• Regulatory Agencies
• Accountants/Auditors
• Lawyers
• Financial and Estate Planners
• Insurance Professionals

At the enterprise and back-office level, this technology allows firms to easily provide access to regulatory bodies, streamlining compliance and audit readiness amongst other materially value-added use cases.

At the advisor and front office level, advisors and wealth managers are afforded the ability to grant collaborative access to internal and external service providers and specialists involved in key planning activities and initiatives.

Lastly, clients of the enterprise benefit by being able to provide access to key family members, lawyers, accountants, and insurance agents, amongst others. These Trusted Advisors can view and manage personal, business, and financial documents to the benefit of all constituents.

The entire permissioning model includes a real-time audit trail of all activities by Trusted Advisors on the platform.

“We are incredibly pleased that the US Patent Office recognizes the uniqueness of the document sharing technology in our platform,” said G Scott Paterson, Co-founder and Executive Chairman at FutureVault. “This patent strengthens the differentiation of FutureVault’s offering against our competitors by providing a permission model centered around the contacts and Trusted Advisors of all constituents connected to our platform. This is especially important for our customers in wealth and other highly regulated industries where collaboration, compliance, and security all go hand in hand.”

G Scott Paterson and Michael Bradley, FutureVault Co-founders and FutureVault Principal Engineer, Jason Ko are listed as Inventors on the patent.

The successful grant of its second patent continues to position FutureVault as an industry leader in the information management, document filing, and Digital Vault space for financial services and wealth management organizations everywhere.

For more information about FutureVault’s patents and our Digital Vault platform, contact our team today.

Team Spotlight - Meet Caroll Simmons at FutureVault

Team Spotlight: Meet Caroll Simmons

“My number one goal is making sure that the client experience is always excellent and work closely with our clients to understand how to help them solve their day-to-day problems.”

Tell us a little bit about yourself and your professional background – what’s your “story”?

I emigrated from Venezuela to Canada 12 years ago. Back home, I worked at a TV station creating the content for the TV Program “Who wants to be a Millionaire” and other similar projects. From my experience there, I learned that the client experience always needs to be a priority for any company. When I originally moved to Canada, I then had the opportunity to work with an IPTV company taking care of all the Latin-American users and partners.

My passion for making our customers love our product and our company became my day-to-day calling. After working there, I got an amazing opportunity to join FutureVault and build the Customer Success team. I joined FutureVault in April 2015, and after six years, I’ve loved seeing how our product has evolved and grown with the help of our amazing clients and business partners.

What motivates you and keeps you “going”?

First and foremost, my family. I don’t think I would be able to do anything without them. They are the ultimate reason for my existence and their love and affection are what keep me going. The second is to know that we are creating a fantastic product with such an incredible team here at FutureVault.

Describe what it’s been like working at FutureVault in just three words.

Working here has been an overall amazing experience. But if had to sum it up I’d go with Teamwork, Learning, and Innovation. These three clearly embody what we do here on a day-to-day basis.

What does your typical workday in Customer Success look like? Can you share what some of your top priorities are right now?

Ensuring that all my clients and my internal teams feel special. For me personally, it’s important to make sure that all of our clients, big or small, are getting the attention and support they deserve.

During my typical day, I’ll usually have a list of three major items that I would like to accomplish, and if at the end of the day I’m able to finish even at least one, I feel great because in life we must learn to adapt to changes and the unexpected. I’m also in meetings with my clients daily and touch base with them frequently to see how things are going and how we can continue supporting their needs.

My aim is to ensure that the client experience is always excellent and work with them to understand how to help them solve their day-to-day problems with the help of our products and improve our internal processes to better meet the market needs. My top priority has always been to delight our customers through increased engagement with them about their specific pain points to learn how we can help overcome those and be their ‘voice’ in shaping the future of our product. One of my long-term priorities is to maximize and improve the efficiency of our customer success team so we become proactive, reduce response times and increase customer satisfaction.

Finally, the rewarding moments for me are when I get positive feedback from our clients about our Customer Success team and our FutureVault team, and when I get to see our clients solving core business problems by using our product.

Can you share one of your favorite experiences working here?

There are so many different ones to choose from but if I had to pick one I would say it’s seeing how our product and processes have evolved over the years. Having been a part of FutureVault since it started nearly six years ago, I’ve seen the different stages our product has gone through, and the behind-the-scenes work we’ve been doing to continually improve the overall client experience from sales to implementation to adoption, and implementing their feedback to make their suggestions come to life. Being a part of this whole journey from idea to inception has been incredibly rewarding and very special.

Last but not least, what excites you most about the future of our company?

I’m really excited about what we, as FutureVault, can achieve in the future. Being a part of a company that’s constantly grown and adapted over the years, and having an integral hand in making it a success by being a driver of digital transformation for businesses everywhere.

Feel free to reach out to Caroll and connect with her on LinkedIn or drop an email at caroll.simmons@futurevaultinc.com.