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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
Experience cutting-edge document management that leverages artificial intelligence, making advanced technology accessible to everyone at a reasonable price! With a focus on personalization, a paperless approach, and complete control, Office Vault is crafted with your needs at the forefront, serving as an essential tool for daily business operations. Proudly rooted in South Africa, this innovative solution combines over four decades of expertise into an elegant system that helps you manage your business efficiently and affordably. Introducing the next generation of automated data entry software, Office Vault utilizes AI to seamlessly capture information from various documents, whether they are scanned, photographed, or in digital format. This is OCR redefined; powered by artificial intelligence and machine learning, Office Vault continuously evolves with each document it processes, ensuring automated data extraction from countless document formats in multiple languages, enhancing productivity like never before. With Office Vault, you can trust that your document management will not only keep pace with your business but also propel it forward into the future.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
Salesforce
Yodlee
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$799 per year
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
Orange Dot Technology
Founded
2020
Country
South Africa
Website
www.officevault.co.za
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
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
