FutureVault
@FutureVault
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AI-Powered Digital Vaults and Intelligent Document Processing for Financial Services and Wealth Management Enterprises. Visit https://t.co/JNbkGa9iJE to learn more.
Toronto, Ontario
Joined July 2015
Today marks a significant milestone for FutureVault as we officially announce the integration of Artificial Intelligence (AI) and Private Large Language Models (LLMs) into our category and industry-leading #DigitalVault
https://t.co/pbiPeqTDhe
prnewswire.com
FutureVault's Digital Vault Platform is known for its automation, efficiency, security, and digital client experience capabilities. Now, with AI and Private...
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Understanding CRM2: Everything You Need To Know About CRM2 https://t.co/D56IjfSL8m
@futurevault
futurevault.com
CRM2 regulation requires the creation, distribution, and access to Account Statements, Fee Reports, and Annual Investment Performance Reports
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Thrilled to announce our partnership with the incredible team at Interactive Financial Advisors. https://t.co/7KBFGRqZtq
prnewswire.com
/PRNewswire/ -- Interactive Financial Advisors (IFA), a firm recognized for its innovative approach to wealth management, today announced the launch of Client...
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$84.4T is about to change hands. This isn’t just a Great Wealth Transfer — it’s a Great Relationship Transfer. Advisors who win will: 🔹 Build ties across generations 🔹 Embrace tech & trust 🔹 Go beyond AUM Are you ready for Advisor 3.0? https://t.co/7RE56KC2Tv
fa-mag.com
The Great Wealth Transfer is ushering in a new era of financial advising centered on relationships, technology and evolving client needs.
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Success for #advisors during the $84.4 trillion #GreatWealthTransfer requires thinking beyond assets into relationships. A new Advisor 3.0 #businessmodel integrating specialized @FutureVault tech is needed to capture client/family engagement https://t.co/WGScnl4buN via @LinkedIn
linkedin.com
Great Wealth Transfer, Advisor 3.0, wealth management, business model, innovation, digital vaults, FutureVault, Daniel Kenny, Kristian Borghesan, AI, documents
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FutureVault is thrilled to welcome Young Mi Han as VP, Sales and Business Development, playing a significant role in strengthening our customer partner relationships and accelerating our growth across the United States Read the press release here:
prnewswire.com
/PRNewswire/ -- FutureVault, the leading provider of AI-powered Digital Vault solutions for financial services enterprises, lines of business, advisors, and...
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FutureVault was conceptualized with the view that the aggregation and centralization of critical documents, when coupled with Artificial Intelligence, will ultimately change the face of financial services, advice engagement, and the advisor-client relationship. #AI #DigitalVault
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The Untapped Enterprise Goldmine: Using Document Intelligence To Transform Data https://t.co/jnKM6yYUfi Written by Daniel Kenny of @FutureVault
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Every successful enterprise AI strategy is built on three foundational pillars that ensure alignment with business goals and effective implementation. Understanding these pillars is crucial for organizations looking to leverage AI technology.
futurevault.com
To drive materially impactful outcomes that move the needle, enterprises must structure their AI strategy around three core pillars.
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@FutureVault Click on the link for more details.
futurevault.com
Organizations that leverage the power of document data can outperform competitors by up to 50% in terms of client retention and engagement.
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The Financial Advisor of the Future: Are You Ready? https://t.co/z8z2e6bZx3
@futurevault
futurevault.com
The role of the modern financial advisor as we know it is evolving–and for the better that is more deeply embedded into clients' lives.
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The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
advisorpedia.com
Better understand how they continue to innovate their Digital Vault technology with the recent launch of its Intelligent Document Processing IDP engine
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Thank you @advisorpedia for posting our interview with #FinTech firm @FutureVault discussing how #DigitalVaults are now powered with #AI empowering the future of #financialservices into a comprehensive client-centric & holistic #engagement #businessmodel
The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
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#FinTech firm @FutureVault discusses how #DigitalVaults - now powered with #AI - can deliver a new paradigm of enterprise value & power future of #financialservices into a comprehensive client-centric & holistic #engagement business model. https://t.co/3f5pAYzABt via @LinkedIn
linkedin.com
FutureVault, digital vaults, AI, FinTech, financial operations, innovation, Daniel Kenny, Kristian Borghesan, customer experience, engagement,
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Organizations leveraging the data inside their Enterprise and Client documents can outperform competitors by up to 50% in client retention and engagement. https://t.co/PJ2NUqboDs
#DigitalVaults #AI #DataExtraction #WealthTech
futurevault.com
Organizations that leverage the power of document data can outperform competitors by up to 50% in terms of client retention and engagement.
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@portfolioaid and @FutureVault join forces to enhance the wealth management sector with innovative solutions. This partnership is set to bring efficiency and security to managing financial assets. Read: https://t.co/qPMjNe73nN
#WealthManagement #Fintech #TechPartnership
talkfintech.com
Portfolio Aid Inc. and FutureVault Inc. Forge Partnership to Improve Wealth Management Through Improved Compliance and Digital Document Management
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From our team to you and yours, we wish you a Happy Holiday season and a Merry Christmas 🎅🎄. Here’s to a bright and BIG year ahead, together! Happy Holidays! – Team FutureVault
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Our firm is at the forefront of this innovation, bringing AI-powered Digital Vaults to financial institutions and wealth management enterprises, powering the firm and advisor of the future. https://t.co/O3uVxjMv2H
#AI #LLMs #DigitalVault #FutureVault
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In financial services and wealth management, we're seeing the proliferation of AI playing a monumental shift in helping to redefine risk management, investment advice delivery, personalization, and advisor-client engagement. #AI #LLMs #DigitalVaults #FutureVault
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AI adoption is rapidly increasing across industries, delivering clear, measurable benefits. In fact, According to McKinsey & Company, 50% of organizations have adopted #AI in two or more business functions, with many seeing AI-related revenue gains across the board.
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