3 min read
FileInvite: May 12, 2026 9:14:14 AM
Year-to-date releases include a redesigned borrower portal, bulk and scheduled document collection, multilingual support, automated PDF redaction, and enhanced compliance controls
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5 min read
FileInvite: May 12, 2026 9:01:15 AM
Every conversation about AI in professional services eventually arrives at the same place: which tool should we adopt, and when? It's the wrong question. CPA Practice Advisor's year-end technology review for 2026 made a quiet but important observation that deserves more attention than it's getting. The firms pulling ahead right now aren't the ones that have added the most AI tools. They're the ones that have built the right foundation underneath their work. They’ve consolidated scattered point...
3 min read
FileInvite: Jul 1, 2025 3:49:26 PM
AI Blog Series - Part 2. See part 1 here. Slow file processing, missing documents, and manual tracking don’t just frustrate staff—they create delays members typically notice and factor into their choice of where to do business. By streamlining back-office operations with automation, credit unions can eliminate friction at its source. The result is faster service, fewer errors, and a stronger foundation for long-term member satisfaction.
3 min read
FileInvite: Jun 26, 2025 6:48:03 AM
AI Blog Series - Part 1. Manual workflows—especially during document collection and verification—slow down approvals, frustrate members, and burden staff. However, adopting AI-powered automation doesn’t have to mean sacrificing the human touch. When implemented strategically, automation can streamline time-consuming tasks and empower staff to focus on building relationships and guiding members through key financial decisions.
1 min read
FileInvite: Apr 10, 2025 8:45:00 AM
DENVER, CO – April 10, 2025 – FileInvite, a leader in secure document collection software for the lending industry, today announced the launch of Connected Workflow integrations, enabling seamless embedding of its platform into existing customer relationship management (CRM) systems. The new functionality allows financial institutions such as credit unions or banks to initiate document requests, send messages, and manage workflows directly from Salesforce, Hubspot, and other CRM platforms,...
4 min read
FileInvite: Jan 16, 2025 2:51:39 PM
Credit unions capture unimaginably large volumes of data in the course of day-to-day operations. Much of this data — called backend data — streams into databases without any prior processing or use.
5 min read
FileInvite: Dec 11, 2024 5:48:54 PM
In today’s digital-first world, financial institutions must adopt modern banking platforms to remain competitive and satisfy rapidly evolving customer expectations. With this in mind, around 92% of financial institutions report planning to integrate fintech applications into their services.
4 min read
FileInvite: Nov 21, 2024 2:24:39 PM
In today’s fluctuating economic landscape, credit unions face significant pressures to manage rising costs while continuing to deliver the personalized service their members expect.
4 min read
FileInvite: Nov 7, 2024 1:56:03 PM
The commercial lending industry is evolving rapidly with process automation becoming increasingly important for banks to stay competitive in a crowded market.
4 min read
FileInvite: Oct 31, 2024 11:47:52 AM
The efficiency ratio is a critical banking metric that shows how much it costs to generate $1 in revenue. A lower ratio means greater operational efficiency.
4 min read
FileInvite: Oct 25, 2024 2:02:57 PM
Currently, 70% of financial firms rely on four or more systems to track and secure communications with third parties.
4 min read
FileInvite: Oct 3, 2024 11:55:24 AM
Millennials have now surpassed baby boomers as the largest generational segment in the U.S. population. Compared to their predecessors, this tech-savvy generation of 72.7 million expects seamless, digital-first experiences in their daily lives.
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