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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.
Description
MavBridge is a comprehensive software solution that automates the processing of documents and remittances, streamlining payment, form, and document workflows throughout an organization. This innovative platform seamlessly links images, information, and various departments, allowing for effortless transaction processing—regardless of whether transactions are straightforward or intricate, electronic or paper-based—without necessitating any custom programming. Supporting the importation of images and data from numerous sources such as scanners, servers, emails, and transport files, it also offers real-time dashboards that provide insights into productivity levels and system performance. With a secure web portal, users can easily access archived documents and images through their browsers, incorporating features like field-level redaction, audit trails, and integration with Active Directory for enhanced security. Its advanced automation capabilities encompass image enhancement, a comprehensive recognition suite that includes OCR, ICR, OMR, and barcode functionalities, intelligent batching, customizable data validation, and monitoring modules for workflows, all aimed at decreasing manual intervention, increasing throughput, and maintaining audit-ready security. Additionally, MavBridge continuously evolves to address emerging industry needs, ensuring that organizations can keep pace with technological advancements and regulatory requirements.
API Access
Has API
API Access
Has API
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
FutureVault
Country
Canada
Website
www.futurevault.com
Vendor Details
Company Name
Mavro Imaging
Founded
2007
Country
United States
Website
mavroimaging.com/mavbridge/
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
