Case studies
Transforming Financial Documents with AI Intelligence

FutureVault is a leading financial document management platform used by advisors and institutions to centralize and extract intelligence from critical client records. To strengthen its competitive edge, FutureVault partnered with Agilno to introduce modern AI capabilities that automate data extraction, streamline workflows, and enhance enterprise-scale processing. Agilno delivered a production-ready LLM-powered extraction workflow and rebuilt ingestion systems for an 8x performance lift, turning millions of documents into structured, usable data.

Client
FutureVault
Industry
FinTech, WealthTech
New Platform
LLM-Powered Document Intelligence & High-Performance Ingestion System
Duration
12+ months
Goal
Automate data extraction and dramatically improve document-processing performance for advisors and enterprise institutions
What we built
A production-ready AI extraction workflow and rebuilt ingestion architecture designed for speed, accuracy, and enterprise-scale document intelligence
Impact
8x faster
Document ingestion and processing after platform enhancements
AI-powered extraction
Automated identification and pulling of key fields from financial documents
Enterprise-scale readiness
Document intelligence built to support advisors, clients, and institutions across large portfolios
Team

1 AI/ML Engineer
1 Backend Developer
1 Full Stack Developer
1 DevOps Engineer
1 Project Manager

Services

AI Development
Backend Engineering
Infrastructure Optimization
Technology Consulting
Project Management

Tech

AI & Extraction – LLM-based document extraction workflow, OCR-driven parsing
Backend –  Optimized ingestion pipelines, high-throughput processing
Infrastructure – Cloud-hosted services supporting large-scale document handling
Data Processing – Automated extraction, classification, and structured data output

Challenge

FutureVault needed a scalable way to extract meaningful data from thousands of advisor and client documents. Existing ingestion flows were slow, manual review was costly, and earlier attempts to introduce AI internally stalled due to complexity and limited engineering capacity. To support enterprise clients at scale, FutureVault required a modern, automated approach to document intelligence.

Our Approach

Agilno worked as an embedded engineering partner to design and deliver FutureVault’s first production-ready AI extraction workflow. We rebuilt ingestion architecture for high-throughput processing, introduced a private LLM workflow for automated data extraction, and ensured the entire system was secure, accurate, and enterprise-ready. The result was a fast, reliable document intelligence layer that unlocks new value for advisors and institutions.

Building a custom document intelligence layer that unlocked new value for advisors and their clients.
Unlocking Intelligence Across Millions of Financial Documents
Core features included:
AI-Driven Data Extraction
Automatically identifies and pulls key information from financial documents using private LLM workflows.
High-Volume Document Ingestion
Optimized ingestion pipelines process and classify documents significantly faster across multiple enterprise sources.
Centralized Document Management
Secure storage and organization for client, advisor, and enterprise documents in one unified vault.
Automated Filing & Tagging
Documents are sorted into structured folders and entity types based on business rules and metadata.
Multi-Party Collaboration
Clients, advisors, and back-office teams access shared documents with controlled permissions and audit trails.
Enterprise Compliance & Audit Readiness
End-to-end visibility and retention policies help firms meet regulatory, audit, and governance standards.
Smart Search & Retrieval
Instant access to files through metadata, tagging, and content-based search.
Secure Upload & Distribution
Documents can be uploaded, requested, shared, or distributed securely between stakeholders.
Workflow Automation for Advisors
Document receipt, reviews, approvals, and compliance tasks are streamlined with automated triggers.
Role-Based Access Controls
Granular permissions ensure each user only sees what they’re authorized to access.
Event Logging & Activity Tracking
Every action is tracked for compliance, audit, and risk management.
Data Intelligence for Enterprises
Aggregated, anonymized insights from document activity support reporting and decision-making.
Advisor & Client Portals
Branded interfaces for wealth firms, advisors, and end clients to manage documents and tasks.
Client Testimonial
We brought them in to bring in an expert lens on how we could integrate AI in the right direction, and they completely reimagined our product enablement.
Simon Tipler
Chief Product Officer
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