RightFax Financial Solutions
Heightened regulatory requirements, such as Gramm-Leach-Bliley and Sarbanes-Oxley, combined with competitive pressures and
security concerns, are stepping up the pressure for organizations to more effectively exchange information with clients, regulators
and business partners. Captaris RightFax provides secure, reliable electronic fax and document delivery solutions proven to
address the unique document delivery requirements of the financial services industry.
RightFax Features for the Financial Industry:
Integrations with financial software and other key applications Leverage technologies such as Facsimile Command Language (FCL), XML and Java to easily integrate with desktop, multifunction
products, 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 clients, 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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Immediate electronic delivery Provide instantaneous or scheduled automated electronic document delivery.
Secure fax delivery format Deliver image-based TIF documents over a secure Public Switch Telephone Network (PSTN) or native and Portable Document Format
(PDF) documents as email.
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 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 document to hundreds or thousands of recipients at once.
Inbound routing Route documents to the correct recipient via a variety of methods including Direct Inward Dialing (DID), Dual-tone Multiple-frequency
(DTMF), Caller Service Identification (CSID), Optical Character Recognition (OCR), email and more.
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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 Internet delivery.
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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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 financial 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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Load-balancing Maximize system performance by directing the fax to the server with the most available lines.
Microsoft SQL Server 2000 Leverage open database design.
24x7 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 fax-traffic volume on a group-wide
basis
Scalable and expandable Start small and expand RightFax with additional channels and add-on modules and connectors.
World-class Captaris technical support Leverage industry-leading support.
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Learn more about how Captaris can help financial organizations by visiting: Captaris Financial. Or, contact us today.
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