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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
Most enterprise AI tools require your data to leave your network. contboxx Vault was built for organizations where that is not an option. Vault is an on-premises AI knowledge platform developed by Adversign Media. It integrates with 40+ enterprise systems, pulls content from file servers, wikis, CRM platforms, ticketing tools, and chat channels, and makes all of it searchable and distributable from a single permission-controlled environment. Every byte stays within your infrastructure. The platform solves three problems that generic AI tools cannot handle without compromising compliance. First, knowledge fragmentation: employees search across multiple systems and still find incomplete information. Vault consolidates sources, classifies content automatically, and delivers verified answers. Second, access control: Vault enforces five protection levels across all content and all output channels, so a confidential HR document cannot appear in a public digital signage feed. Third, accountability: every content decision is logged in a tamper-proof audit log, with a four-eyes principle on sensitive actions and a break-glass access mechanism for emergency situations. Unlike user-based cloud AI tools, Vault is licensed at a flat annual rate regardless of headcount. No data processing agreements with external vendors are required when running in internal-only mode. The system supports GDPR compliance by design, including traceable deletion procedures under Article 17.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Active Directory
Azure Data Box
Confluence
Docusign
Dropbox
Google Drive
HubSpot CRM
Jira
Mattermost
Integrations
Salesforce
Active Directory
Azure Data Box
Confluence
Docusign
Dropbox
Google Drive
HubSpot CRM
Jira
Mattermost
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$45000
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
Adversign Media GmbH
Founded
2008
Country
Germany
Website
vault.contboxx.com
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