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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Accelerate your document processing operations, maintain regulatory compliance, and enhance your market position with our advanced AI-driven document management platform, Dociphi. Integrate seamlessly into any software or business infrastructure using our user-friendly API, achieving top-tier accuracy for documents in the financial sector. With Dociphi, you can design personalized templates that meet your specific document needs. It is adaptable to serve the distinct requirements of the Insurance, Mortgage, and Lending Industries. You have the flexibility to modify workflows in alignment with your organizational processes. The platform empowers you to craft workflows that cater to your individual business objectives. Additionally, Quantiphi has implemented a sandbox environment that automatically processes incoming emails and their attachments as necessary for business operations. Each submission is systematically divided into distinct transactions based on the extracted fields from the documents. This efficient processing not only saves time but also enhances the overall productivity of your team.

Description

Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Docusign
Envestnet | Yodlee
Salesforce
Zapier

Integrations

Active Directory
Docusign
Envestnet | Yodlee
Salesforce
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Quantiphi

Founded

2013

Country

United States

Website

www.dociphi.com

Vendor Details

Company Name

FutureVault

Country

Canada

Website

www.futurevault.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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