InterFAX’s AI-driven solution speeds up data processing across account applications, beneficiary forms, trade confirmations, compliance filings, and more. As a purpose-built fax for financial services, it uses advanced data extraction from handwritten forms and instant routing to ensure information reaches the right advisor quickly, reducing internal friction and bottlenecks. Download the data sheet to learn more.

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Too much time is lost managing paperwork when financial professionals should be focused on investment strategy and client service. InterFAX+AI automates the intake and routing of financial documents, converting manual processes into streamlined digital workflows.

Compliance officers benefit from comprehensive audit trails and security accreditation, including SOC 2 Type II and ISO 27001. Financial data never trains the AI, delivering both regulatory peace of mind and strong client privacy.

• Automated workflows: Extract and route data to the right team without hassle.
• Demonstrable compliance: Meet FINRA and SEC requirements with robust documentation.
• Scalability without extra overhead: Handle fluctuating document load, so no seasonal hires or additional overtime are needed during tax season or quarterly surges.
• Seamless integration: Connect with portfolio management, document repositories, CRMs, and more.

InterFAX+AI operates entirely in the cloud; no IT infrastructure is necessary. Flexible APIs and pre-built workflows eliminate the need for lengthy development. As a modern fax for financial services solution, your team can be more productive in weeks, seamlessly integrating digital faxing into daily workflows and supporting remote operations with ease.

Eliminate manual data entry and empower your advisors to focus on client relationships with secure, scalable, and intelligent cloud faxing.