Whether you’re onboarding new clients, or planning to file your own taxes, here are 4 ways to reduce the risks of sharing your PII and PIFI online.
Here are four ways commercial and SBA lenders can give clients a standout customer experience, creating satisfaction and loyal relationships in the...
Using unencrypted email to collect client files opens your business to many risks. FileInvite is a secure alternative to email for document...
Fortiro automates fraud detection processes, cutting processing times while enhancing overall information security. Learn more.
Learn what information security risks are tied to five popular channels used for sending files across distributed workforces.
Learn how to automate the client onboarding process at your accounting firm, the benefits of doing so, and different software you can use.
Organizations looking to improve employee and customer experience should consider implementing a paperless onboarding system. Here are the pros and...
With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...
The adoption of digital signatures has benefits beyond accommodating remote work trends. Here are five of the most popular tools for signing forms...
Not as efficient as you'd like? Here's a list of six tools brokers should consider to accelerate processes, as well as details on how to set up a...
Financial organizations must reckon with how they should leverage digital transformation technologies to keep pace with customer experience...
Client document portals can significantly reduce time, improving not only workflow efficiencies but also customer and employee experience. Learn more.