Kristian Borghesan on Muck Rack

Kristian Borghesan

Hamilton, Toronto
As seen in: FutureVault Blog, MSN, EIN News, Wealth of Geeks, MediaFeed.org, EIN Presswire, InvestmentNews, Parent Portfolio, Radical FIRE, Financial Advisor, Savology Blog and
Covers:  wealthtech, financial services, fintech, personal finance, financial planning, marketing, business development, entrepreneurship
CMO @FutureVault || Marketing & Growth || Co-founded @ArchInCanada || Proud Dad 👶

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Kristian Borghesan’s Biography

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I'm an experienced marketing leader and entrepreneur who has worked with many high-growth startups in the fintech space to help them scale their performance marketing and content marketing frameworks.

Currently, I'm the CMO at futurevault.com, the industry-leading provider of secure document exchange and Digital Vault solutions purpose-built to help wealth management enterprises and financial advisors deliver a modern digital client experience, improve back-office and compliance efficiencies, …

Kristian Borghesan’s Journalist Portfolio

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Document-Data: The Premium Oil Fueling Enterprise Intelligence

Document-Data: The Premium Oil Fueling Enterprise Intelligence

Organizations that leverage the power of document data can outperform competitors by up to 50% in terms of cl…

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Digital Vaults: The Linchpin of Client Life Management and Multi-Generational Relationships

Digital Vaults: The Linchpin of Client Life Management and Multi-Generational Relationships

Unpacking Client Life Management as a new paradigm and how Digital Vaults bring multi-generational value) to …

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What is a Digital Vault? A Guide to Digital Vault Technology

What is a Digital Vault? A Guide to Digital Vault Technology

Digital Vaults have become a fundamental component in the modern technology stack within financial services a…

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Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements

Understanding SEC Rule 17a 4: Everything You Need to Know About Rule 17a-4 Requirements

The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transpa…

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3 effective ways for advisors to win over, the next generation

3 effective ways for advisors to win over, the next generation

We are currently in the midst of the greatest generational transfer of wealth in history. The Great Wealth Tr…

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How Digital Vault Technology is Transforming Financial Services and Wealth Management

How Digital Vault Technology is Transforming Financial Services and Wealth Management

Digital Vault technology is a key structural component toward digital transformation of financial services an…

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Articles

FutureVault MCP and AI Orchestration Layer Enables FIs and Firms to Connect AI Directly to Their Document Infrastructure

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By Kristian Borghesan
| EIN Presswire
FutureVault Launches MCP and AI Orchestration Layer, Enabling Enterprise Firms to Connect AI Directly to Their Document Infrastructure and Broader AI Ecosystem FutureVault MCP gives firms a secure connection between AI tools like Claude and ChatGPT and their document infrastructure, without breaking privacy controls.
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Key Insights From The 2026 T3 Conference

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By Kristian Borghesan, Bill Hortz
| Financial Advisor Verified
[The recent T3 WealthTech conference in New Orleans, organized by Joel Bruckenstein, was an important event bringing together and creating a financial industry ecosystem of fintech leaders, advisors, social media gurus, and industry executives.
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Understanding CRM2: Everything You Need to Know About CRM2

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By Kristian Borghesan
| FutureVault Blog
Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place to improve transparency for Canadian investors. CRM2 regulation requires the creation, distribution, and access to Account Statements, Annual Reports on Charges and Other Compensation, and Annual Investment Performance Reports.
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