TOPIC

Privacy & Security

FileInvite Blog - Leaders in Workflow and Content Automation
Digital Signatures

Are Electronic Signatures Legally Binding?

E-Signatures are only going to become more popular. Ensure you understand how to securely send, and sign forms that require them.

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...

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.

Stay in-the-loop. Subscribe here to receive the latest from FileInvite.