Fortified, compliant cloud fax for financial services

As a financial services company, you need easy access to confidential customer information to accelerate workflows and provide fast, reliable services. InterFAX’s secure cloud fax is the most trusted means of communication for highly confidential information and leaders of the financial industry.

Imagine if you had cloud fax technology that could:

  • Seamlessly integrate with existing ERPs and line-of-business systems
  • Quickly and securely handle inbound and outbound communications to provide faster customer service
  • Eliminate data security concerns while lowering operational costs
  • Monitor communications, maintain compliance, and safeguard PII

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Secure communications, faster customer service.

Empower staff with compliant, user-friendly cloud fax technology that integrates with existing systems to handle the large volume of sensitive documents, requests, and urgent communications you receive every day.

Rest easy with secure, compliant fax
Maintain compliance

InterFAX’s services meet the highest security standards including PCI DSS certification, SOX regulations, ISO 27001 accreditation, and GDPR requirements.

Minimize service disruptions

No need to worry about service disruptions, power outages, or downtime. With full redundancy, our cloud fax services ensure that you’ll never miss a fax.

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Work from anywhere

Send and receive faxes through the web-based InterFAX User Interface, which is accessible from anywhere via desktop or mobile device.

Guaranteed data security and compliance.

With InterFAX’s secure, compliant cloud fax services, you can rest easy knowing your financial communications are secure.

  • Our cloud fax technology meets the world’s most rigorous safety standards, ensuring the safety and security of document transmissions and confidential customer information.
  • All faxes are secured by TLS encryption, user authentication, “delete upon delivery,” and more.
  • Automatically store every fax sent in our secure servers to create a fully compliant audit trail.
  • Data residency is provided worldwide, powered by in-country data storage in more than 12 countries.

Increase efficiency and improve processes.

Let us help you streamline your company’s communications to save time and reduce costs.

  • Enable powerful workflow tools to automate fax routing, reception, and delivery.
  • Instantly transmit documents when they’re received and send them exactly where they need to go without wasting any time.
  • Eliminate bulky fax machines and maintenance. No hardware, installation, software licensing, or additional phone lines required.
  • Developer API integrates seamlessly with leading CRM platforms and environments.

How can cloud fax accelerate financial services workflows?

Financial institutions handle hundreds, if not thousands, of documents on a daily basis to keep financial transactions running smoothly. Secure and reliable faxing services are critical to keep work flowing, but traditional fax servers, standalone fax machines, and plug-in apps can lead to security concerns, service bottlenecks, delayed delivery, and inefficient data management. That’s where cloud fax comes in.

Integrate with existing financial systems.

InterFAX’s cloud fax solution supports your needs by integrating with existing systems such as Concur and is supported by a flexible API so you can easily customize your cloud fax solution.

Speed up customer service across the board.

Reliable cloud fax accelerates the processing of loan applications, investment trading documentation, brokerage notices, account documents, applications, contracts, and more to ensure that institutions and offices of any size can handle a high volume of customer needs more efficiently. 

Ensure customer information is always secure.

Built-in security features such as TLS encryption, user authentication, and “delete upon delivery” safeguards PII and facilitates streamlined team communication while in transmission and at rest, while reducing IT maintenance and eliminating hardware upkeep. 

Monitor communications and maintain compliance.

Meet regulatory guidelines and ensure business continuity with PCI DSS Level 1 Certification for securing sensitive customer data while meeting global data security standards such as Sarbanes-Oxley and the Gramm-Leach-Bliley Act.

Empower financial experts with better technology.

InterFAX’s user-friendly dashboard interface allows workers to quickly transmit information between locations or to the intended recipient. Because it’s in the cloud, PII is accessible from anywhere, whether you’re meeting at your local branch with a customer or reviewing work from the home office. 

Give your customers the best service ever.

Versatile cloud fax technology can be implemented at your financial institution in minutes—no lengthy implementation cycle required. InterFAX can help you improve efficiency to unburden your staff and provide customers with the level of service they expect.

Cloud Fax for Financial Firms

The most important device in any communications toolkit for financial professionals is secure web-based faxing capabilities. With InterFAX, you can instantly transmit documents when they’re received and send them exactly where they need to go without wasting time, money, or paper.

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"Professional team with a wealth of knowledge. I can always count on a quick response and positive solutions. Great customer service!”

Upland InterFAX Enterprise Customer

Worried about meeting rigorous compliance standards? We're not.

Our secure cloud fax technology is something you can bank on. Watch our overview video for the highlights.

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