Vaulteer
Every record. Every decision. Connected.
Vaulteer connects the records and decisions behind banking and enterprise operations. Documents move from capture and versioning to review, approval, signing and archive, while customer journeys, contracts and governance remain tied to their supporting evidence. It is broader than loan tracking alone: the product is built for organizations that need controlled access, second-person approval and a history showing both how a record changed and who accessed it.
Vaulteer is a multi-tenant document and workflow platform for banks, enterprises and pharma. Industry packs (Banking, Enterprise, Pharma) are switched on per licence, so each customer gets the workflows it needs. Built-in electronic signatures, trusted timestamps, per-file encryption and a board & secretarial module sit in the core, and documents can be issued as tamper-evident, QR-verifiable records through Signetum.
Key modules
Document Management
Control records from capture to retention.
- Capture
- Versioning
- Metadata
AI Capture & OCR
Extract information under each customer’s policy.
- Data extraction from scanned documents and IDs
- Engine configurable per customer
- Self-hosted or cloud OCR
Workflows & Approvals
Connect company forms to accountable decisions.
- Configurable forms and workflows per company
- Maker-checker
- Delegation
E-Signatures
Keep signing identity, order and evidence together.
- Draw/type/upload signatures
- Email OTP and authenticator verification
- Trusted timestamps
Board & Secretarial
Keep governance documents and decisions connected.
- Board packs
- Meetings
- Resolutions
Banking Pack
Activate controlled banking journeys per licence.
- Account opening
- KYC
- AML checks
Enterprise Pack
Organize group policies and business documents.
- Group/corporate policies
- Contracts
- HR documents
Pharma Pack
Manage controlled pharmaceutical records.
- SOPs
- Controlled documents
- Regulatory dossiers
Security & Records
Retain protected records and access evidence.
- Per-file encryption option
- Access logs
- Legal hold
Top benefits
Versioned records with company-specific workflows and maker-checker.
Banking, Enterprise and Pharma packs enabled per licence.
Verification, signing order, trusted timestamps and completion records.
Vaulteer · Capability & deployment guide
AI inside
- Document classification
- Data extraction
- Summarisation
- Search & Q&A over records
- KYC data checks — each configurable per customer policy
Sensitive decisions stay under human approval.
Security & compliance
- Multi-tenant isolation
- Maker-checker
- Per-file encryption
- Encryption key custody
- Trusted timestamps
- Immutable access & change logs
- Encrypted backups
- On-premises option
Integrations
Signetum — verifiable documents · MeetIQ — board meetings · Core banking/LOS — configurable · Email · API/webhooks
Plans at a glance
Core
Teams managing documents and governance
- Document and workflow core
- Electronic signatures
- Board & secretarial module
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Industry Pack (Banking / Enterprise / Pharma)
Customers requiring industry-specific workflows
- Packs switched on per licence
- Banking, Enterprise or Pharma workflows
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Enterprise & On-prem
Organizations with advanced deployment needs
- On-premises option
- Integration and key-custody scope evaluated
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Who it is for
Banks · Corporate groups · Pharma · NBFIs & insurers
Plan your deployment
Confirm document types, industry licences, retention, AI policy, encryption key custody and integration needs. Signetum verification is scoped separately; no suite purchase is required. Signature suitability depends on applicable law. No certification is implied.
Talk to Sales
visionx.software · Request a demo or a proposal tailored to your team.
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