Businesses that collect and handle personally identifiable information and other sensitive data must understand their obligations ahead of upcoming...
FileInvite’s secure document collection software will enhance your customer onboarding process, creating smooth, efficient workflows in a matter of...
Changes to the FTC's Safeguards Rule will go into effect on June 9, 2023, and will mandate several major changes for US-based financial institutions.
When considering new technology for your company’s client and employee onboarding process, it’s essential that the solution adds more pros than cons.
Creating an environment of trust promotes employee loyalty. Learn how you can leverage technology to achieve this, and improve your employee...
One of Aussie's recent data breaches highlights hidden vulnerabilities in the technology we use everyday. Protect your business with these actionable...
Replacing hard copy requests and email exchanges with live forms introduces significant benefits to document collection and management processes.
Compared to traditional document collection methods such as hard copy delivery and email, document portals deliver security, efficiency & unified...
E-Signatures are only going to become more popular. Ensure you understand how to securely send, and sign forms that require them.
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.
Here are four ways commercial and SBA lenders can give clients a standout customer experience, creating satisfaction and loyal relationships in the...
Using unencrypted email to collect client files opens your business to many risks. FileInvite is a secure alternative to email for document...