Learn how to deliver a seamless and efficient onboarding experience for your clients, while also safeguarding all personally identifiable information...
Accountants: Learn why and how to optimize your onboarding process and elevate the overall efficiency of your practice.
For organizations that persist in sharing PII over email, there are three information security protocols you should enforce to minimize risk and...
With digitized healthcare records having become the standard, robust security measures are vital to protect healthcare PII and PHI.
FileInvite is the first document collection software company to combine E-signatures and document collection in its just launched free plan; learn...
Actionable advice for security newbies and veterans alike on how to meet and exceed the data security requirements of the FTC Safeguards Rule.
Looking to incorporate AI into your role? If you're in the financial services vertical, you might want to start with your KYC process.
This blog post covers the legal status of e-signatures in financial services verticals within the U.S., U.K., and Australia, and how they can be used.
FileInvite and AP have created document collection solution 'DocCollect' to help increase university and student satisfaction and efficiency.
This blog post covers 4 ways organizations in regulated industries can streamline document collection without compromising information security...
Microsoft Outlook offers some encryption options to increase security, but even sending emails this way is not always compliant under the FTC...
Customers in the banking space want user-friendly and intuitive onboarding experiences, yet this isn't often what they get. Here are some best...