BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront
BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of secure document exchange and digital vault solutions.
“Introducing the BlueShore Digital Vault and providing this premium offering to our clients will provide more value, time savings and peace of mind while safeguarding their most important financial, business, and personal documents”
With this offering BlueShore Financial will further deliver on its commitment to providing a premium, world-class digital client experience. As the first mover amongst credit unions in Canada to deliver a secure user friendly digital vault solution for its clients, the BlueShore Digital Vault effectively improves the collaboration between BlueShore’s trusted advisors and their clients allowing them to manage information and documents digitally on an encrypted platform. In particular, BlueShore Financial clients will be able to securely and efficiently receive, upload and share critical financial, personal, and business documents, leading to significant time savings and the added convenience of collaborating in real-time.
In addition to the web-based platform delivered to Advisors and clients, the BlueShore Digital Vault mobile application will soon be made available to clients, providing them with the convenience of security, efficiency, and peace of mind anytime, anywhere.
“Introducing the BlueShore Digital Vault and providing this premium offering to our clients will provide more value, time savings and peace of mind while safeguarding their most important financial, business, and personal documents,” said Fred Cook, Chief Information Officer, BlueShore Financial. “We have long prided ourselves in our ability to deliver premium client service, expert financial advice, and seamless technology.”
Secure and efficient document exchange tools and features
Downloadable mobile applications (iOS and Android) will be available for clients to access financial and personal documents anytime, anywhere easily and securely
Structured taxonomy to securely and efficiently store, manage, and access enterprise and client documents
“We are extremely excited to launch this innovative initiative with BlueShore Financial and the innovative team behind the project,” commented Daniel Kenny, FutureVault Chief Executive Officer. “They have been incredible partners in building and launching this best-in-class platform for their advisors and clients. Their attention to detail, expertise and thought leadership evidently demonstrates their commitment to delivering a premium client experience, and the prestigious reputation they continue to receive.”
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