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Banking & Finance

FileInvite Blog - Leaders in Workflow and Content Automation
Banking & Finance

Is It Safe to Email Tax Documents?

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.

Banking & Finance

What Are the 5 Types of Customer Due Diligence?

With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...

Sales Enablement

4 Key Levers For Lenders To Increase Sales Velocity

The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.

Gather all the documents, signatures, and data you require up to 80% faster.

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.

Get started in as little as 5 minutes.

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