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FutureVault Launches AI Agents, Bringing Governed End-to-End Workflow Execution to the Document Layer

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Purpose-built AI Agents orchestrate compliance-driven and operational document workflows end to end across a firm’s connected systems, operating inside its existing permission structure and escalating missing documents and exceptions for human review

TORONTO, Sept. 14, 2026 /PRNewswire/ — FutureVault, the category-defining leader in AI-powered Digital Vaults and intelligent document infrastructure for banking, financial services, and insurance (BFSI), today announced the launch of FutureVault AI Agents, which execute multi-step document workflows across the systems a firm already runs on, with governance and human oversight designed into every step.

Most AI in financial services answers questions. FutureVault AI Agents orchestrate end-to-end task and workflow execution. Each agent owns a defined operational mandate, sequences every step, and escalates only what requires human judgment. The launch is FutureVault’s third major AI infrastructure release in six months.

Built Against Documented Operational Drag

FutureVault is building its agent library against measured failure points, not generic use cases. Operational assessments of advisory firms surface the same pattern: one client record keyed by hand into seven or more systems, onboarding that runs three weeks, and no exception reporting anywhere, so missing documents are found by searching rather than surfaced.

Beyond client onboarding, agents in deployment or active development include:

Document Intake and Filing. Signed and inbound documents classified and filed on arrival.

Completeness and Exception. Missing and expired documents surfaced automatically, not discovered late.

Records and Exam Readiness. Evidence compiled continuously, closing archiving gaps before an examiner asks.

Client Data Consistency. Document-extracted data reconciled across systems so records stop drifting.

Client Profile Assembly. A current client snapshot ready before every meeting.

Critical Date Monitoring. Obligations pulled from documents, from RMDs to policy renewals, tracked automatically.

Document Delivery and Trusted Access. Statements and tax packages distributed at scale, accountants and attorneys permissioned in.

Money Movement Coordination. Documentation and approvals verified before anything moves.

FutureVault AI Agents build toward a complete end-to-end orchestration of the document lifecycle versus point automation of isolated tasks.

“Agents are not general-purpose assistants pointed at a firm and left to figure it out,” said Petar Vukasinovic, CTO at FutureVault. “Every agent starts from a measured point of drag, a step someone repeats by hand dozens of times a week, and is scoped to eliminate exactly that. Narrow scope is what makes an agent reliable, and reliability is what makes it deployable.”

Inside a FutureVault Agent: Client Onboarding

A CRM task update after an advisor meeting triggers the case. The agent retrieves the client record and works a seven-item checklist:

Client record. Verifies core details from the CRM, flags outstanding identity items.

Custodian statement. Creates a secure folder, generates an upload link, monitors for arrival.

Transfer of Assets form. Obtains the TOA form.

Brokerage application. Generates and validates it against documents received.

Signatures. Routes for e-signature.

Compliance review. Compiles the package for review.

Custodian submission. Submits the final package.

In one workflow case, the agent found the Transfer of Assets template missing from the firm’s e-signature system, escalated to the advisor, and flagged the downstream items waiting on it. Rather than failing quietly, it named the gap and remained in queue.

Every Consequential Action Requires Permission

FutureVault AI Agents do not act unilaterally on anything that matters. Before generating the client upload link, the agent issued a permission request naming the action, the folder, the account, and a decision note explaining why, then waited for approval. Every action is logged to the audit trail, and document data never leaves the firm’s environment.

Build Your Own Agents

FutureVault AI Agent Builder lets enterprise teams create, name, and provision their own agents. Firms define the mandate, the checklist, the connected systems, and the approval thresholds, then assign each agent to specific advisors, teams, or lines of business.

Every agent firms build inherits the same permission structure, escalation model, and audit trail as every agent FutureVault ships.

Strong Investment in Secure AI Infrastructure

Agents are the third layer in an AI architecture FutureVault has invested in continuously. AI Vault Insights, launched in March, turned the document layer into a continuous intelligence engine. The FutureVault MCP and AI Orchestration Layer followed in April, connecting it securely to the broader AI ecosystem.

Neither works without the layers underneath: a document layer giving AI an audit-ready source of truth, and a governance layer determining what any AI system is permitted to see and do. FutureVault has spent a decade building the optimal foundation for enterprise financial services.

“Insight without action is a report. Action without governance is a liability,” said Daniel Kenny, CEO of FutureVault. “Three major releases in six months is where the investment is going. Firms want infrastructure they can connect to anything and still put in front of an examiner.”

FutureVault AI Agents are available or enterprise deployments. Learn more at www.futurevault.com.

About FutureVault

FutureVault is the category-defining leader in AI-powered Digital Vaults and Intelligent Document Processing (IDP) for financial institutions, wealth management enterprises, broker-dealers, advisors, and their clients, and pioneers of the Client Life Management Vault™. After a decade building document infrastructure for BFSI, FutureVault serves more than 50 enterprise customers and powers 924,000+ live Client Vaults.

The platform is built on three layers: a Document Layer that centralizes client, advisor, and enterprise documentation in an audit-ready single source of truth; a Governance Layer that enforces retention policies, permission hierarchies, and regulatory controls; and an Intelligence Layer that uses embedded AI and private LLMs to extract data, surface insights, and automate workflows.

The white-labelled platform and mobile apps support bi-directional document exchange with trusted third parties and connect to the wealthtech ecosystem through 1,000+ Open API endpoints, earning the highest Ezra Group WealthTech Integration Score in its category at 8.82 out of 10. FutureVault is SOC 2 Type II and PCI DSS certified, a 5-star WealthTech provider, and a Top 100 Global WealthTech Innovator. Visit www.futurevault.com.

Media Contact
FutureVault Inc.
Kristian Borghesan
Chief Marketing Officer
M: 416-998-9639
422576@email4pr.com
www.futurevault.com

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SOURCE FutureVault

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RSVPify Launches MCP and In-App AI Assistant to Ease Event Planning Friction and Drive Simplicity

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New innovations introduce the RSVPify MCP for advanced AI tool integration and data connectivity, alongside the RSVPify Cue assistant, bringing effortless automation to event organizers.

CHICAGO, Sept. 15, 2026 /PRNewswire/ — RSVPify, the event technology provider known for its user-driven innovation, today announced the launch of two flagship artificial intelligence tools designed to simplify as many steps of the event management process as possible. Built to meet users where they are already working, these new capabilities remove administrative hurdles so teams can focus on what really matters: creating exceptional experiences.

RSVPify’s approach embeds AI directly into the event management experience, helping organizers move from planning and configuration to execution with greater speed and control. The launch introduces two distinct innovations tailored to modern event workflows: the RSVPify MCP, and RSVPify Cue, a powerful new in-app AI assistant.

Empowering Enterprise Users with RSVPify Cue

Debuting today is RSVPify Cue, a native in-app AI assistant built to simplify and expedite workflows. Rather than adding unnecessary complexity, Cue allows organizers to simply instruct the platform to handle event setup, answer guest list queries, and surface event success metrics. It empowers teams to build and manage events through natural instruction, keeping the focus entirely on the guest experience instead of bogged down in repetitive tasks.

Designed to keep pace with the speed at which event organizers need to work and reduce the repetitive tasks they face daily, Cue allows users to:

Build Registration Forms and Websites in Minutes: Provide the event info and layout preferences to draft event registration flows in minutes and splash pages in seconds. Cue has the context from your brand and previous events to guide creation.Query Comprehensive Event Data: Analyze and share anything collected during the registration process, from ticket sales, attendance, and guest responses to check-in data, donations, and custom preferences.Simplify Post-Event Analysis: Easily summarize revenue, attendance numbers, and guest data to inform event ROI calculations and streamline reporting.

“The next evolution of event software will be spoken, not clicked,” said Ari Driessen, founder and executive chairman at RSVPify. “RSVPify’s AI assistant takes its cue from event planners and handles the busy work, so they can spend their time on the moments only humans can create.”

Bridging Workflow Gaps with the RSVPify MCP

The RSVPify MCP connector brings powerful, real-time data connectivity directly to event workflows by allowing enterprise users to integrate RSVPify with their AI tool of choice. Once connected, organizers can simply make queries or requests right within their external AI tool to query event data, make edits, and streamline planning and post-event analysis.

“Event technology should remove barriers, not create them,” said Travis Granger, CEO at RSVPify. “By introducing our MCP and Cue, we’re giving teams the power to plan, promote, and measure their events through simple, natural workflows that eliminate the busywork.”

Availability

Both Cue and the RSVPify MCP are only available to users on the RSVPify for Enterprise platform. The RSVPify MCP is available now via a custom connector, and will be live on the Anthropic Connector Marketplace later this fall.

About RSVPify

RSVPify is the event operations platform built for organizers who need simplicity, speed, and powerful automation across the entire event lifecycle. From online invitations and registration to ticketing and check-in, RSVPify handles everything from intimate gatherings to large-scale enterprise programs. Equipped with enterprise-grade security, robust branding controls, and bidirectional integrations, RSVPify is built to work the way modern event teams want to work. Headquartered in Chicago, Illinois and trusted by over half of the Fortune 500. Learn more at rsvpify.com.

Media Contact: 
Hannah Swanson
VP, Marketing
marketing@rsvpify.com 

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SOURCE RSVPify Inc.

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MicroTech Named 2026 Corporation of the Year by USHCC

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Recognition honors 22 years of innovation, mission delivery, growth, and commitment to expanding opportunity for entrepreneurs, veterans, and small businesses

FORT WORTH, Texas, Sept. 15, 2026 /PRNewswire/ — MicroTech, a leading Service-Disabled Veteran-Owned Small Business (SDVOSB) and technology solutions provider, today announced that it has been named the 2026 Corporation of the Year by the United States Hispanic Chamber of Commerce (USHCC).

The recognition honors MicroTech’s 22-year history of delivering innovative technology solutions, supporting critical customer missions, creating meaningful economic opportunity, and demonstrating that entrepreneurial American businesses can compete and perform at the highest levels.

Founded in 2004 by Anthony “Tony” Jimenez, a retired U.S. Army officer and Service-Disabled Veteran, MicroTech has grown from a small entrepreneurial venture into a nationally recognized technology company serving public-sector and commercial customers. The company delivers technology integration, telecommunications and cloud, product solutions, systems engineering, audiovisual, and consulting services that help customers modernize operations, strengthen performance, and advance mission outcomes.

“This recognition from the United States Hispanic Chamber of Commerce is an extraordinary honor for the entire MicroTech team,” said Tony Jimenez, Founder, President, and Chief Executive Officer of MicroTech. “For 22 years, we have built MicroTech around service, innovation, performance, and the conviction that entrepreneurial American businesses can compete and excel at the highest levels. This award belongs to our employees, customers, partners, and the communities that have supported our journey.”

MicroTech’s success has been driven by a people-first culture, disciplined execution, and a sustained commitment to customer outcomes. The company has supported federal, state, and local government agencies, educational institutions, and commercial enterprises with integrated technology solutions designed to improve mission performance, simplify procurement, and maximize return on investment.

As a Service-Disabled Veteran-Owned Small Business, MicroTech has demonstrated the value of entrepreneurship, service, and performance-driven growth. The company has created opportunities for veterans, entrepreneurs, technology partners, and small businesses while building a high-performing workforce grounded in accountability, innovation, and service.

Over more than two decades, MicroTech has earned national recognition for its growth, leadership, and commitment to excellence. The company’s innovation is demonstrated by six patents supporting highly scalable on-premises and hybrid cloud infrastructure solutions, including the MicroKloud appliance. These patented capabilities reflect MicroTech’s ability to develop practical, secure, and scalable technology solutions that support customer operations and mission requirements. Its continuing investment in technology modernization, telecommunications and cloud capabilities, supply-chain solutions, and strategic partnerships positions the company to help customers address increasingly complex operational and mission requirements.

“MicroTech’s story is proof that vision, resilience, and hard work can create lasting impact,” Jimenez added. “We remain focused on the future, investing in our people, delivering for our customers, strengthening partnerships, and opening doors for the next generation of small-business leaders.”

MicroTech will be recognized during the USHCC’s 47th Annual National Conference Closing Awards Gala Dinner on September 16, 2026, in Fort Worth, Texas.

About MicroTech

Founded in 2004, MicroTech is a leading technology solutions provider serving public-sector and commercial customers. The company provides technology integration, telecommunications and cloud, product solutions, systems engineering, audiovisual, and consulting services. MicroTech is a Service-Disabled Veteran-Owned Small Business committed to delivering exceptional performance, advancing customer missions, and creating lasting opportunities for its employees, partners, and communities.

Contact: Jennifer Berman, (703) 891-1073

View original content:https://www.prnewswire.com/news-releases/microtech-named-2026-corporation-of-the-year-by-ushcc-302879078.html

SOURCE MicroTech

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Status Solutions Adds New Inovonics Duress Card to Situational Awareness Offering

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Latest wearable option supports K-12 safety efforts while helping any organization strengthen protection for workers and patrons

WESTERVILLE, Ohio, Sept. 15, 2026 /PRNewswire/ — Status Solutions, a leader in situational awareness and life safety technology, today announced the addition of the new Inovonics Duress Card to its portfolio of safety solutions, continuing a longstanding relationship between the two companies and their shared commitment to improving safety across the environments they serve.

While applicable across a variety of industries and use cases, the wearable Duress Card holds particular significance for K-12 schools, providing teachers and staff with a discreet and accessible way to call for help wherever they are throughout the school day.

“In a school emergency, being able to quickly signal that help is needed is only part of the equation. The right information also has to reach the right people at the right time,” said Amy Jeffs, President of Status Solutions. “The new Inovonics Duress Card gives teachers and staff a practical way to call for help wherever they are, while our situational awareness platform helps turn that signal into actionable information. It’s about giving schools the tools to better protect their students and staff, and that same principle applies anywhere people work, visit or receive care.”

Designed for everyday use, the Inovonics Duress Card combines a lightweight form factor with the proven wireless performance of the Inovonics EchoStream network. Key capabilities include the ability to activate up to three different alarm conditions from a single device, location and real-time tracking options, a durable waterproof enclosure, haptic vibration and LED activation confirmation, and a sealed battery with an estimated three-year life.

When integrated with Status Solutions’ situational awareness platform, a Duress Card activation can provide critical information to help the appropriate people understand what is happening and respond accordingly, regardless of the type of situation and who specifically needs to be alerted that some form of help is needed.

“Status Solutions and Inovonics have a longstanding relationship built around a shared focus on providing reliable solutions that help organizations create safer and more secure environments,” said Tom Chittenden, President of Inovonics. “The new Duress Card builds on that work by giving schools and other organizations a practical, easy-to-wear option for quickly calling for help when it matters most. We’re pleased to continue working with Status Solutions to bring dependable safety solutions to K-12 environments and organizations across a wide range of industries and to support the efforts of the Status Solutions Network through our partnership with them.”

Status Solutions and Inovonics have worked together for more than 20 years, combining Inovonics’ wireless infrastructure with Status Solutions’ extensive CTI competency and situational awareness capabilities to create safer and more secure outcomes for thousands of organizations across North America.

While K-12 is a key focus for the new Duress Card, the need to quickly signal for help extends well beyond the classroom. Across healthcare, senior living, hospitality and other environments, workers, caregivers, patrons and visitors can face situations where immediate assistance is needed. Paired with Status Solutions’ situational awareness platform, the Duress Card provides a way to signal the need for help, while monitoring, alerting and reporting capabilities help ensure the right information reaches the right people so they can respond appropriately. Whether in a classroom, workplace or care environment, the goal is the same: helping create safer environments for everyone who depends on them.

ABOUT STATUS SOLUTIONS
Status Solutions believes awareness changes outcomes. For 25 years, the company has developed situational awareness technology that connects disparate systems and transforms the information they generate into actionable alerts and insights, helping organizations get the right information to the right people at the right time. Its customized solutions support life safety, security monitoring, environmental awareness, mass notification and data analysis across education, senior living, healthcare, hospitality and other industries. Status Solutions also created Status Solutions Network, which connects schools and local businesses to help fund school safety initiatives and strengthen communities. At the heart of it all is a simple purpose: to help people. Learn more at StatusSolutions.com.

ABOUT INOVONICS

Inovonics builds enterprise-grade wireless sensor networks and software for life safety and security systems in demanding environments. For over 40 years, our 900 MHz wireless technology has helped protect people, property, and critical operations across commercial facilities, healthcare campuses, schools, retail sites, and senior living communities. We help create safer, more efficient spaces through dependable hardware, versatile APIs, an extensible cloud platform, and seamless integration options that simplify system deployment and scaling. From intrusion detection and duress alerts to environmental monitoring and beyond, Inovonics technology drives safety, compliance, and operational efficiency when and where it matters most. www.inovonics.com 

Contact:

Cassie Lamprinakos Collins, Status Solutions
(614)642-2910
422622@email4pr.com 

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SOURCE Status Solutions, LLC

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