Daniel Kenny on LinkedIn: #wealthtech100 #wealthtech100 #fintech #wealthtech #digitalvault (2024)

Great whitepaper from Matthew Balfour on the use of AI in Financial Services from the perspective of Customer Due Diligence, Onboarding and Financial Crime prevention. FutureVault, with our Large-Language-Model integration, is perfectly positioned to augment a comprehensive Anti-Money Laundering, Sanctions and Fraud risk management framework for Financial Services institutions.Contact us here: https://lnkd.in/eeuZEk_B#futurevault #digitalvault #vault #AML #sanctions #fraud

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This recent whitepaper https://lnkd.in/eQXui9pM has an interesting perspective on how to leverage AI/LLM capabilities by wealth management firms.Unfortunately, the dependency on a corporate data lake to leverage LLMs is not within reach of most wealth management firms due to the time and costs required to implement and maintain those platforms.A pillar of FutureVault's thesis is that the aggregation of all documents and data (structured or unstructured) in a secure vault is a quick and cost-effective way to avoid expensive corporate data lakes and yet still gain access to LLM/AI capabilities. Corporate data lakes are a "nice to have", not necessarily a "must have". One final point:An increasing number of articles emphasize how Wealth Management Firms and their Advisors can leverage LLMs… but what about the Client?The Client should also have private LLM technology at their fingertips delivered to them by their Advisor.FutureVault's white-labelled architecture delivers private LLM capabilities to the Enterprise, Advisor and Client, plus all of the secure file sharing, collaboration and time saving benefits we bring to all constituents.The number of use cases for Enterprises, Advisors and Clients we are seeing at FutureVault for this technology is exploding. Visit us here for a demo: https://lnkd.in/eeuZEk_B#FutureVault #LLM #digitalvault #vault

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Reposting this announcement, and highlighting a couple of great articles that validates #FutureVault’s thesis that wealth advisors will be expected to provide more services to maintain their fee structures, and should seriously consider leveraging the power of Large-Language-Models (LLMs) to meet client expectations.By aggregating client data and documentation (estate plans, financial plans, health insurance, portfolio performance reports, etc.) into FutureVault’s secure digital vault, Advisors can harness the power of Generative AI to increase their productivity, streamline operations and still provide a white-glove personalized experience for their clients. Generative AI's Role in Advisor Business Growthhttps://lnkd.in/eXXXdVmRFee compression or more services?https://lnkd.in/eNJsZc2BTo book a demo:https://lnkd.in/eeuZEk_B

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Thank you to William Hortz and his coverage on how digital vaults can transform financial services for investors, advisors and institutions. FutureVault can play a strategic role in a best-of-breed technology stack that focuses on the client, and provides peace of mind for securely storing critical documents, data and digital assets. #transformation #digitalvaults #security #digitalassets https://lnkd.in/eXxffp4w

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A huge thank you to Franklin Tsung for this strategic partnership that brings FutureVault to Salesforce users on the AppCrown platform.This integration enables Broker-Dealers, RIAs and Wealth Advisors to leverage FutureVault’s patented technology for client outreach, with a full fiduciary audit trail to satisfy Regulatory and Compliance requirements for Digital Engagement Practices.Another significant milestone achieved on FutureVault’s aggressive 2022 vision toward managing Documents, Data and Digital Assets in our secure Digital Vault platform.https://lnkd.in/eJpyQPQc#integration#partnership#technology#wealthmanagement#wealthtech #opendata#CRM#salesforce#digitalvault#FutureVault#AppCrown #DigitalEngagementPractices

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Another exciting partnership with best-in-class technology at Envestnet | Yodlee. Driven by our aggressive strategy to build the most comprehensive digital vault solution that aggregates Documents, Data, and Digital Assets for Personal Life Management.#integration #data #fintech #digitalvault #financialservices #wealthmanagement #wealthtech #FutureVaulthttps://lnkd.in/dexHKiU2

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Thank you to Wealth Professional Canada Magazine for their interview about our partnership between d1g1t Inc. and FutureVault. Seamless integrations between best-in-class solutions in the technology stack is crucial for optimizing every keystroke, mouse click and pixel on the desktop of the Wealth Professional. #digitalvault #integrations #fintech #financialservices https://lnkd.in/dBusyYgE

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