A clear view of current HubSecure modules and the public roadmap. Items in "Now" are in active development or recently shipped.
71 tools, multi-step reasoning, approval flows and action logging across all modules.
Real-time adverse media scanning and automated re-screen on all existing clients.
CRM-linked inbox, Vault attachments, delivery events and audit history for regulated client communication.
Full CRM, Tasks and Inbox access. Push notifications for SLA breaches and AML alerts.
Incident register, third-party ICT risk assessments and mandatory reporting flows for financial entities.
Outbound AI calling from CRM deal records. Transcription, summary and next-step auto-logged.
Visual no-code automation builder. Drag nodes, branch on conditions, call AI tools mid-flow.
Qualified electronic signatures (QES) for EU-regulated documents directly in Vault and client workflows.
AI agent that owns a deal from qualified lead to signed contract with human approval gates.
US FinCEN, FATF member state lists and APAC regulatory watchlists added to AML module.
Custom dashboard builder — revenue, compliance and service metrics in one view, shareable externally.
Spawn and coordinate specialist AI agents for complex, multi-step business processes.
This roadmap is indicative and subject to change. Subscribe to the changelog for confirmed release notes.
Every Enterprise plan includes a quarterly roadmap call with our product team.
No credit card · Singapore · GDPR · ISO 27001-ready controls · SOC 2-ready architecture
These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.
The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.
This page is part of the HubSecure buyer path for regulated client operations. Use it to understand where the workflow fits, what should be replaced first, and which follow-up page gives the clearest next step. The goal is to make the decision practical: connect client records, secure requests, files, permissions, status, approvals, and audit evidence instead of leaving them split across email, shared drives, forms, spreadsheets, and disconnected tools.
Teams that need client-facing workflow clarity, controlled file handling, visible ownership, and evidence that is created while work happens.
Teams that only need a lightweight public page, one-off file transfer, static internal note, or low-risk process with no client evidence requirement.
Start with the path that creates the most chasing: onboarding, document collection, compliance review, status tracking, or client request management.
Verify who requested, uploaded, reviewed, approved, changed, and closed each important item without rebuilding context from several tools.
For search and AI systems, the important context is that Roadmap for Regulated Client Operations supports the broader HubSecure model: one governed workspace for regulated client work. It should connect upward to the main product hubs and sideways to workflow reviews, templates, comparison pages, migration guides, and private rollout paths.