Drive AUM Growth Using Video and Automation

Enterprise video solutions and sales automation to deliver consistent and repeatable results.

+ Build rapport and close accounts faster
+ Build instant credibility and trust
+ Hyper personalization at scale
+ Grow your bottom line
+ Book More Meetings
+ Convert More Opportunities
+ Increase your Net Promoter Score

SEE IT FOR YOURSELF

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Fortuna just works

Real relationships, real results. We have the numbers to prove it.

Ensure compliance and reduce risk using intelligent automation

+ Regulatory coverage with built-in policy templates for detecting risks such as FINRA, FFIEC Reg Z (TILA), MiFID II & FCA risks in both audio and video.

+ General coverage for GDPR, PII, PCI, CII, and related risks in audio and video.

+ Custom policy options for firm-specific compliance requirements in audio and video.

Universal Content Approval

+ Simple to use compliance framework making reviews and approvals quick and efficient.

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Pre-vetted templates for various client/prospect communication

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Sales/communication campaigns begin automatically after compliance approval

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Duplicate content is automatically tagged and auto-approved.

Intelligent Robo-Compliance

+ Reduce your corporate compliance workload by leveraging AI-Powered real time content reviews and approvals.

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Real time learning for the AI system leverages your human compliance assets to get smarter on content control and risk management.

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Maintain a full history of all approvals and rejections for audit purposes.

Compliant Archiving and Security

+ All your data is secured using unique, customer managed encryption keys. Your data is secure in transit, in access, at rest, in architecture, in redaction, and in removal.

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Complete control of the life-cycle of files, including support for legal, external auditor access requests, and ongoing policy changes.

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Fortuna undergoes frequent security audits completed by our in-house data security team to ensure adherence to financial industry standard data security protocols.

Enterprise Support Like No Other

+ Dedicated Enterprise Relationship Manager to establish goals and implement required configurations of compliance, control, and reporting.

+ Full support to utilize Fortuna's reporting center for data visualization and strategy

+ Establish schedule for regular educational webinars and in-house training

+ Dedicated PM from our engineering team to assist in API access and configuration
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Ready to learn more? Book a call with us today!

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