While organizational needs will vary by use case, there are four non-negotiable features any reputable document collection software must offer.
Handle customer PII? An FTC-mandated info security program may be in your firm’s future. Here’s a breakdown of which firms must comply and who is...
New automation technologies can be used to create expanded opportunities for personalized connections that actually improve the customer experience.
The FTC's updated Safeguard Rule's requirements around encryption, authentication, and customer data disposal expose email’s security shortcomings.
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...