FileInvite Blog

4 min read

7 Benefits of Automated Document Collection for Banking Institutions

FileInvite: May 27, 2022 9:39:31 AM

In a period of intensely accelerated digital transformation, organizations in all industries and sectors struggle to reshape previously fragmented, ad hoc processes – straddling different eras of technology – into streamlined, efficient workflows. For banking institutions, the challenges of secure document collection remain at the top of the stack.

3 min read

3 Reasons Why Your Document Collection Tool Needs an Open API

FileInvite: May 19, 2022 2:58:35 PM

An application programming interface (API) enables two or more applications to communicate with one another. This is essential for data collection services because clients often use more than one system in their business operations. APIs enable these systems to work together seamlessly. Organizations worldwide use them to streamline workflows, enhance productivity, and provide increased data security, among other things.

5 min read

Everything You Need to Know About B2B Online Document Storage

FileInvite: May 4, 2022 12:43:02 PM

The distinction between B2C and B2B online document storage may seem negligible on the surface. However, there are substantial differences that you need to keep in mind when selecting the technologies and solutions for either B2B or B2C operations. In the business world, you’ll encounter many different actors with particular motivations and concerns. The way you interact with these personas is what will determine your long-term success or failure.

1 min read

Product Update: Now Easier to Send Invites

FileInvite: Feb 14, 2022 11:13:52 AM

You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and enterprise-grade security.

3 min read

5 Reasons to Use Client Portals in 2022: Today’s “Magic Potion” for Document Collection

FileInvite: Feb 10, 2022 2:00:00 PM

To save time and hassle in the wizarding world, Harry Potter and the Weasley family (and other wizards) can transport themselves anywhere with a magical fireplace and floo powder. On the flipside, many departments — especially those in financial services, legal, insurance, human resources, and academic enrollment — are still using email to request documents and other information from their customers, employees, and students. Many could use some document collection magic to streamline the...

2 min read

Secure Collection of Vaccination Data Using Request Portals

Simon Hughes, Product Manager, FileInvite: Feb 4, 2022 8:45:00 AM

The good news on the COVID-19 pandemic front is that COVID-19 vaccination rates are up as vaccines have become more widely available around the world. Showing proof of vaccination has been part of the reopening efforts as many employers, universities, airlines, and retail establishments are relaxing public health restrictions with increased requirements. As people are returning to in-person work, schools, restaurants, travel, gyms, or the opera, a person’s vaccination status is becoming...

4 min read

The Evolution of Email and Exchanging Sensitive Info

FileInvite: Dec 13, 2021 2:07:56 PM

It's hard to imagine a time when email wasn't part of our everyday life. A lot of us start our days by checking our emails. Try to sign up for any kind of service and they'll ask for your email address. Email connects us with people all around the globe, and we send and receive emails all day long.

3 min read

NZHL Partners with FileInvite as CCCFA Regulations Take Effect

FileInvite: Dec 2, 2021 3:42:00 PM

Auckland, New Zealand - 2 December 2021 - New Zealand Home Loans (NZHL) has established a strategic partnership with document and data collection innovators FileInvite in an effort to streamline workflows for NZHL franchise members and to offer a winning experience for clients. With this new partnership, NZHL joins its parent company KiwiBank, which is already operating FileInvite's solutions. The partnership comes at a critical time for NZHL. Amendments to the Credit Contract and Consumer...

5 min read

Client Portal Software: A Guide To Choosing The Right Solution

FileInvite: Nov 12, 2021 9:21:39 AM

Client data is key to business growth and superior service delivery. Unfortunately, your company could lose important client information or expose it to vulnerabilities when collecting or storing it.

5 min read

Is Tech Making Productivity Better or Worse?

FileInvite: Oct 29, 2021 2:48:36 PM

If you’ve ever cursed your inbox chock-full of emails or felt the bite of your corporate servers being overloaded, you may have wondered if tech helps or hinders productivity.

5 min read

How to Build a Business Case for Automated Client Data & Document Collection

FileInvite: Oct 14, 2021 11:23:34 AM

Creating and presenting a convincing business case is a telling indicator of whether an organization will successfully implement a new software solution.

3 min read

How Aprio Cloud Automates Accounting And Financial Document Requests

FileInvite: Oct 1, 2021 9:36:00 AM