Solutions for Financial Services
RightFax for Financial Services Features:
Centralized Communications Hub for Document Delivery | Top
- 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 e-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.
Dependable Financial Information Transmission, Receipt and Tracking | Top
- 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.
Enterprise-wide Fax and e-Document Delivery | Top
- Enterprise-wide e-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.
- mail 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.
Cost Reduction and Cost Recovery | Top
- 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.
Document Security and Privacy | Top
- 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 unsecured fax numbers.
Reliability, Scalability and Fault Tolerance | Top
- 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 technical support - Leverage industry leading support.
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Case Studies
Countrywide Financial Relies on RightFax for High-Volume e-Document Delivery Across the Enterprise
Sun Life Financial increases security and efficiency RightFax
Demos
RightFax Production Fax - Financial Demo
White Papers
RightFax Production White Paper
Data Sheets
RightFax 9.3 Solutions for Financial Services Datasheet
RightFax Encrypted and Certified Delivery Datasheet
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