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Home / Products & Solutions / Industry Solutions / Financial / Captaris Products / Captaris RightFax / Features and Benefits
 

Captaris Solutions for Financial Services - Features and Benefits

RightFax Financial Solution features include:

Centralized Communications Hub for Document Delivery

Integrations with financial software and other key applications—Leverage technologies such as FCL, XML and Java to easily integrate with desktop, multifunction devices, imaging, document management, workflow and financial software systems to provide seamless fax and electronic document delivery capabilities.

Directory and phonebook synchronization—Synchronizes to confidential contact data on client, employees and other financial contacts.

Centralized administrative tools—Regulate permissions, set up security, and manage RightFax servers quickly and easily with administrator-friendly centralized administrative tools.

Foldering and auto-aging—Manage faxes in folders and automatically delete upon aging to optimize efficiency and eliminate duplicity.

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Dependable Financial Information Transmission, Receipt and Tracking

Immediate electronic delivery—Instantaneous or scheduled automated electronic document delivery.

Secure fax delivery format—Deliver image-based TIFF or PDF documents over secure PSTN.

Fax archival—Record all inbound and outbound fax transactions.

Real-time status—Real-time status to email, FaxUtil or back to the sending application.

Notifications—Customized notification options and verification of document delivery and receipt.

Auto reply—Monitor one or more RightFax mailboxes for inbound faxes, and provide fax replies to the sender.

Reporting and tracking tools—Log, record and provide audit trail of personal financial information.

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Enterprise-wide Fax and electronic document Delivery

Enterprise-wide electronic document delivery—Enable all departments or groups to electronically transmit and manage documents directly from enterprise software applications.

Network-wide desktop faxing—Send, receive and manage communications right from the desktop.

Email gateways—Send, receive and manage faxes directly from email.

Fax broadcasting—Broadcast fax one fax to hundreds or thousands of recipients at once.

Inbound routing—Route documents to the correct recipient via a variety of methods including DID, DTMF, CSID, OCR, email and more.

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Cost Reducation and Cost Recovery

Intelligent least cost routing™—Route outbound faxes between servers on a wide-area network to minimize long distance telephone charges.

Fax, email or Internet delivery—Eliminate paper, postage, equipment and related supply costs with fax, email or over the Internet document exchange capabilities.

Scheduled delivery—Schedule or prioritize document delivery to leverage off-peak phone rates or expedite orders.

Billing codes and cost recovery—Track and report fax activity using billing codes by recipient, department or group to recover costs.

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Document Security and Privacy

Encrypted and certified delivery—Maintain privacy and security with certified or encrypted email delivery options.

Automatic fax distribution—Provide systematic distribution of faxes to groups of users for fast, efficient and secure processing.

Fax authorization system—Enable managed review of confidential faxes prior to their release to send.

Permission and delegate features—Establish security controls to limit access to data and limit the number of people handling personal healthcare information.

NT security authorization—Take advantage of your network’s Windows NT security system by linking each RightFax user ID to a Windows NT user account.

Customizable dialing rules—Gain control of outbound faxing by with sending rules and restrictions.

“Do not dial”—Avoid sending information to unauthorized and unsecure fax numbers.

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Reliability, Scalability and Fault Tolerance

Load balancing—Maximize system performance by directing the fax to the server with the most available lines.

Open database engine of Microsoft SQL Server 2000—Leverage open database design.

24 x 7 reliability—Ensure continual uptime with proven and reliable RightFax technology.

Automatic backup—Conduct system backup without the suspension of operations for maximum uptime.

Adjustable bandwidth controls—Adjust channels automatically to send, receive, or both, during peak intervals to control of fax traffic volume on a group-wide basis.

Scalable and expandable—Start small and expand RightFax up to 1024 channels as use expands.

World-class Captaris technical support—Leverage industry leading support.

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