Applications
Is your organization using standard mail, courier services or manual fax for financial information exchange? Have you considered
the time and cost of using these antiquated forms of document delivery? Not to mention potential communication security and
privacy concerns? Are you efficiently disseminating information and monitoring delivery with sound document management?
RightFax easily integrates with financial services software and other back-office systems to provide tightly integrated fax
and e-document delivery solutions that improve the efficiency and reliability of financial information exchange—while reducing
costs and enhancing customer service.
Automate Document Delivery
With RightFax you can use fax, email or Internet document delivery to electronically exchange virtually any financial information
and business document including:
- Account summaries
- Accounts payable
- Bid specifications
- Branch summary reports
- Change orders
- Collections
- Confirmations
- Credit applications
- DDA returns
- Derivatives
- Financial statements and reports
- General correspondence
- Insurance claims and adjustments
- Investment records
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- Invoices
- Loan approvals and denials
- Mortgage banking documents
- Notifications—collections, regulations
- Purchase order acknowledgment
- Purchase order
- Rate sheet
- Regulatory disclosure
- Requests for quote
- Return items—overdrawn accounts, bad checks
- Securities report
- Title document
- Transfer of funds
- Wire transfers
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Integrate with Key Business Systems
RightFax integrates with financial services software and other business applications— including document management and banking
software—to automate and improve the flow of documents through financial organizations. By integrating RightFax with your
financial services software or other business systems you can make financial information exchange a strategic component for
streamlining business processes, improving information security and improving overall business performance. Some of the key
business systems RightFax integrates with include:
- Archiving
- Claims processing
- CRM
- Desktop
- Document management
- Email
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- Banking
- ERP
- Imaging
- Loan Processing
- Mortgage Processing
- Multifunction devices
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View ourFinancial Services Toolkit for more information, including valuable white papers, fax server guide, and Top 5 list, or contact us today.
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