FinovateFall 2016 / FutureVault

Presenter Profile:

How they describe themselves: FutureVault has built a cloud-based ‎white label B2B2C solution for financial service organizations to acquire, retain & reward clients while yielding invaluable data & analytics. Conversely, consumers are offered the most sophisticated digital safety deposit box ever built. Users safely deposit, store and manage personal, financial & legal documents in a highly structured digital filing cabinet across multiple entities (individuals, corporations, trusts, family members, etc.). FutureVault affords unique collaboration between clients, their providing organization and their network of trusted advisors (i.e.: wealth advisor, accountant, lawyer, etc.), increasing trust, helping capitalize on opportunities, all while keeping life organized.

How they describe their product/innovation: FutureVault will be demoing its interactive end user web application, which will be offered & distributed largely as a white label product through financial service organizations. Users can store & manage important personal, financial & legal documents for multiple entities in a highly structured & secure “filing cabinet in the cloud”. Highlighted features include: an extensive file structure; proprietary OCR auto-filing; document tagging, summary forms, reports; custom reminders and contacts. FutureVault allows for unique collaboration & file sharing between professionals & clients, including their external network of trusted advisors, while producing a full fiduciary trail – this feature will change how the business world communicates.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed


Bus. Dev.: G. Scott Paterson,, 416-917-1964
Press: Michael Bradley, CMO,, 416-627-2309
Sales: Richard Adair, Vice Chair & Head of Business Development,, 647-401-6484

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