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What is Innodox?

Elevate your customer interactions by leveraging automated document creation for more efficient communication! This strategy enables the economical production of customized, vital documents that can be distributed through both online and offline channels. With a user-friendly online platform featuring drag-and-drop functionalities and real-time previews, you can effortlessly create and adjust templates without requiring technical expertise. By embracing digital transformation, you can standardize the management of all organizational content while automating document workflows! Enhance your business operations with improved efficiency, transparency, and traceability through effective document sorting and management, version tracking, commenting capabilities, and the facilitation of digital signatures. Streamline task management by automating various processes, designating specific content to tasks, and managing process exceptions and approvals with ease. Furthermore, establish the foundation for a completely digital workplace by automating the capture and classification of incoming documents, extracting relevant data, and routing it to the correct systems, all aimed at ensuring smooth operational flow. By incorporating these strategies, your organization can not only enhance workflow and communication efficiency but also foster a culture of innovation and adaptability in today's fast-paced business environment.

What is FutureVault?

Discover the innovative ways leading financial services and wealth management firms are leveraging FutureVault to enhance compliance, optimize back-office operations, and provide exceptional value to clients, all while saving valuable time and resources. By digitizing and streamlining document workflows, you can minimize both security and compliance risks, fostering trust with clients and their families in the process. This approach not only boosts compliance and administrative efficiency but also equips your advisors and front office teams with added value that can significantly scale their workflow. Ultimately, adopting such solutions can transform the client experience while improving overall operational effectiveness.

Media

Media

Integrations Supported

Active Directory
Docusign
Envestnet | Yodlee
Salesforce
Zapier

Integrations Supported

Active Directory
Docusign
Envestnet | Yodlee
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Innodox

Date Founded

1998

Company Location

Hungary

Company Website

www.innodox.com

Company Facts

Organization Name

FutureVault

Company Location

Canada

Company Website

www.futurevault.com

Categories and Features

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

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Categories and 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

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