NBW Capital leverages FutureVault’s Digital Vault platform to enhance the company’s digital customer experience and improve operational efficiency and compliance.
— Chris Blakely, Partner and Chief Operating Officer at NBW Capital
BOSTON, MA, USA, November 1, 2022 /EINPresswire.com/ — NBW Capital LLC (“NBW Capital”), a Boston-based independent registered investment adviser, today announces the launch of its digital safethe NBW Capital Vault, in partnership with FutureVaultthe industry leader in secure document exchange and Personal Life Management Vault™ solutions.
The NBW Capital Vault leverages FutureVault’s white-labeled platform to improve the company’s digital customer experience and back- and front-office operational efficiencies, aiding ESG and digital transformation initiatives of the company (NBW Capital) towards paperless communication and workflows. The FutureVault platform equips NBW Capital with modern solutions and tools to enhance the firm’s relationships with its clients and its network of trusted advisors.
NBW Capital staff, advisors and clients can efficiently receive, download and share critical files, including onboarding documents, recurring client statements, market updates and communications, estate plans and financial services agreements, all in a centralized, organized and secure NBW-branded digital vault. A major component of the FutureVault platform is its ability to automatically integrate multi-custodian statements, freeing up valuable business time and improving the customer experience. FutureVault will be participating in this year’s Schwab IMPACT conference.
“We look forward to our partnership with FutureVault and see the impact NBW Capital Vault will have on improving the value delivery through digital initiatives, as well as the operational workflow and compliance benefits we we will get out of it,” commented Scott Dorsey, Vice President, Chief Operating Officer at NBW Capital. Chris Blakely, Partner and Chief Operating Officer at NBW Capital, added: “This is an important milestone for our business, and we look forward to how this new technology will help us significantly scale multiple back and front office processes, ultimately allowing our team to spend more quality time with clients and their families.
Here are some key features and components of NBW Capital Vault:
• Best-in-class information security and compliance features to meet data privacy and document retention regulations
• Branded white label customer portal
• Structured taxonomy to store, manage and access corporate and customer documents securely and efficiently
• Bulk upload capabilities to digitize historical company records and recurring customer documents
• Automatically provide multi-custodian documents to clients, including account statements and tax documents
“Chris, Mike, Ben, Sean and the team at NBW Capital are trusted trustees of their clients’ wealth – our team looks forward to facilitating their journey to improve data security and the advisor-client experience, and ultimately redefining workflow processes with digital capabilities,” commented Nevin Markwart, former Boston Bruins first-round pick and director of information security at FutureVault.
About NBW Capital LLC
NBW Capital is a Boston-based registered investment adviser. Our partners have over 130 years of combined experience in the investment management industry.
Founded in 1991, the company has a 30-year track record of delivering strong investment performance against various benchmarks. Importantly, our interests are aligned with those of our clients as we invest our personal wealth alongside our clients’ investments in our strategies. Our mission is to work with our clients to understand their individual goals and investment needs. We believe that developing a lasting relationship is one of the keys to helping clients establish their financial plans. Our knowledge of taxable and tax-deferred investments allows us to adapt to changes in personal circumstances as they arise.
FutureVault’s award-winning, industry-leading secure document exchange and digital vault platform transforms the way documents are managed, accessed and delivered to customers through the Personal Life Management Vault™. In addition to revolutionizing the digital customer experience, FutureVault’s tiered platform provides back and front office teams with massive gains in operational efficiency and compliance leading to time and cost savings of 30% % by streamlining document processing workflows through automation, integrations, AI and unique solutions. and patented document management features. FutureVault is recognized as one of the Global 100 Most Innovative WealthTech Solutions Providers.
Visit www.futurevault.com to learn more. Follow us on LinkedIn.
NBW Capital LLC
Scott Dorsey, Vice President, Chief Operating Officer, Chief Compliance Officer
Kristian Borghesan, Marketing Director