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Captaris Products for Financial Services

Enterprise fax, e-document delivery and workflow solutions for financial services Captaris provides best-in-class Business Information Delivery and workflow products for financial services organizations that enable seamless, automated workflow and information delivery.

They empower workers and improve customer relationships while raising productivity, supporting corporate compliance efforts and reducing costs.

Captaris provides Business Information Delivery products for financial services organizations that are:

  • Easy to deploy, use and manage
  • Proven reliable
  • Integrated with popular front and back office systems
  • Microsoft Windows 2003 Standard and Enterprise Server certification for fax integration
  • Microsoft’s Premium .NET Connected certification for workflow integration

Enterprise Fax and e-Document Delivery
RightFax enterprise fax and e-document delivery software allows users to send, receive and track sensitive financial documents and other important information in an economical, secure, reliable and efficient way.

RightFax offers a centralized communications hub for:

  • Secure electronic delivery and receipt of financial information
  • Fax, email or the Internet e-document delivery
  • Cost reduction and recovery surrounding document exchange
  • Integrated enterprise-wide electronic document delivery from financial and other business applications
  • Centralized administration, management and audit trail of fax communications

Retail and commercial banks, mortgage banks, investment firms, insurance companies and other financial services organizations all use RightFax to reduce costs, improve productivity and support corporate compliance to regulatory mandates.

Learn more about the RightFax Financial Edition.


Workflow and Process Automation Offerings
Captaris Workflow for .NET is the solution for rapid business process automation. It streamlines business processes and improves productivity, collaboration and accountability by automating communication and information flows internally within business teams and externally with customers and suppliers. A comprehensive solution, Captaris Workflow for .NET provides flexible workflow deployment, development and administrative tools as well as comprehensive business activity monitoring tools to give management insight into business performance. This enables organizations to rapidly develop and support workflow applications and enable best-in-class processes that ensure the right people get the right information at the right time.

Captaris business process automation and workflow solutions provide:

  • Intuitive workflows wizards for users, designers, administrators
  • Best practice templates
  • Custom design canvas
  • Business activity monitoring tools

Learn more about Captaris Workflow.


View our   Financial Services Toolkit for more information, including valuable white papers, fax server guide, and Top 5 list, or  contact us today.