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Transform your back office, front office, and member experiences.

Secure Digital Vault and Personal Life Management solutions built for future-ready Credit Unions, Branches, and Members. Improve digital transformation and ESG initiatives, meet information security and compliance requirements, and drive operational efficiencies while providing best-in-class member experiences.

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ACME Credit Union Digital Vault

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Award Winning Technology for Credit Unions

FutureVault powers Credit Unions to securely access, manage, and exchange key information with members.

Secure Document Exchange

Secure Document Exchange

Securely distribute, exchange, and manage documents and files across your organization and with your members.

Customized Structure and Taxonomy

Customized & Structured Taxonomy

Create the structure you need to manage information across branch locations, lines of business, and with members.

Best in Class Information Security and Compliance

Best-in-Class Security & Compliance

Easily meet your information security and compliance requirements with confidence. 

Multi-Tiered Platform Access and Roles

Multi-Tiered
Platform

Efficiently manage back office, front office, and member documents within one secure, centralized platform.

White Label Branded Platform

White Label Branded Platform

Provide your professionals and members with a secure, white-labeled platform for a seamless brand experience. 

Digitization as a Service

Digitization-as-a-Service (DaaS)

Go paperless by digitizing legacy and enterprise documents, depositing them directly into your Digital Vault.

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Talk To An Expert
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Collaborate Securely with Trusted Advisors

BACK OFFICE & ENTERPRISE

Transform Operations, Governance & Compliance

Safeguard enterprise documents, improve ESG efforts, confidently meet compliance requirements, and securely deliver all documents to your branches, lines of business, professionals, and members.

  • Secure single source of truth
  • PCI DSS & SOC 2 Type II compliant
  • Multi-tiered, multi-stakeholder platform access
  • Fully white-labelled & customized branding
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Platform Security >
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Platform Security >
Collaborate Securely with Trusted Advisors
Digital Statements and Reports
Digital Statements and Reports

FRONT OFFICE & BRANCHES

Drive Material Time & Cost Savings

Reduce professional time spent on cumbersome admin tasks, eliminate information security and compliance risks, and streamline workflow to scale and build trust with members.

  • Secure & automated document distribution
  • Standardize information and document collection
  • Provide trusted third-parties with secure access
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Direct Document Ingestion

MEMBERS & HOUSEHOLDS

Improve Member Loyalty & Trust

Be the ultimate champion for your Members and their families by providing them with their own Personal Life Management Vaultâ„¢ to easily access and manage their personal and business documents anytime, anywhere.

  • Easily search, find, access, share documents
  • Provide secure access to Trusted Collaborators
  • Deliver value to Members and their families
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ACME Credit Union Digital Vault

MEET COMPLIANCE WITH CONFIDENCE

What Happens in the Vault, Stays in the Vault.

We believe that information is the ultimate asset class, which is why we incorporate the best information security and compliance standards to keep your most important information and documents safe.

PCI DSS Compliance
SSL Certificate
Soc2 Certificate
Center for Internet Security
EU GDPR
Pipeda

PLATFORM FEATURES

Advanced Features To Manage Your Workflow

FutureVault equips modern Credit Unions with tools and advanced features to significantly improve daily workflow, transform document management processes, and meet compliance requirements.

  • White Label Platform
  • Automated eSignature Workflows
  • Secure Document Distribution
  • Custom Document Checklists
  • Structured Organization
  • Document Notifications & Reminders
  • Audit Trail & User Activity Log
  • Multi-Tiered Platform Access
  • Bulk Upload & Download
  • Open APIs & Custom Integrations
  • Trusted Advisor Permissions
  • Bank-Grade Encryption
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REQUEST MORE INFORMATION TODAY

Deliver Documents. Automate Workflows. Build Trust.

 

 

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Deliver Documents. Automate Workflows. Build Trust.

 

 

THE INDUSTRY LEADING DIGITAL VAULT PLATFORM

Trusted by Institutions & Professionals Everywhere

Aligned Capital Partners - FutureVault
Bailard - FutureVault
BlueShore Financial
Clarfeld Citizens Wealth - FutureVault
Mandeville - FutureVault
Newport Private Wealth - FutureVault
NEO Stock Exchange - FutureVault
Figtree Financial
SRG Financial Advisors - FutureVault
Coinsquare - FutureVault
NBW Capital LLC
BT Family Office logo
Christopher Enright - Aligned Capital Partners
5/5

The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.

Christopher Enright

President & Managing Director, 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.

Daniel Farmer

Chairman & CEO, FigTree Financial

Daniel Farmer - Board Member - FigTree
FutureVault - Digital Vault Platform - White Logo

PLATFORM

SOLUTIONS

RESOURCES

GUIDES

COMPANY

CONTACT US

154 University Ave, Suite 601
Toronto, ON, M5H 3Y9
1-844-538-2858

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