faxing for finance industries (1)

Fax bank records seamlessly and securely without the fax machine.

As a SOX and GLBA-compliant fax service, iFax delivers peace of mind for financial institutions needing secure, regulatory-ready fax document exchange.

Learn why online faxing for banks and financial companies is better with iFax

Online Faxing for Finance Services

Industry-ready
secure fax solution

Safeguard sensitive financial data and ensure compliance with key industry regulations such as GDPR, SOX, and GLBA.

With iFax for financial organizations, you can trust that your data-handling processes meet regulatory standards with robust encryption, rigorous security measures, and automated compliance features.

Custom-built for
existing workflows

Easily incorporate secure electronic faxing into your financial institution’s existing document management systems, CRMs, and cloud platforms.

iFax simplifies workflows and enhances efficiency with its programmable Fax API. Its low-code Zapier and Salesforce integrations help facilitate better flexibility, making it easier for your institution to scale when needed.

Online Faxing for Finance Services
Online Faxing for Finance Services

High-volume reliability

Handle large-scale faxing demands with guaranteed 99.999% uptime.

Ensure that financial documents, such as contracts and statements, are sent and received reliably. iFax’s cloud-based infrastructure works round the clock with minimal downtime, even during peak periods. Ensure uninterrupted document flow with enterprise-grade performance.

Scalable, cost-efficient faxing

Significantly reduce operational costs while improving overall efficiency.

iFax eliminates the need for costly paper supplies, physical fax machines, and maintenance. With scalable pricing models, our electronic faxing service offers a flexible solution for financial service companies and banks. Best of all, it adapts to your organization’s evolving needs.

Online Faxing for Finance Services

So simple to set up

1y ago

Y Peters

In a few minutes i had downloaded the iFax app – very straightforward – 2 minutes later i had prepared my first fax and sent it with a pdf attachment. Uploading it was easy and the fax was sent successfully.

Great to use

6m ago

D Tumer

We use this app for all our client correspondence as it is easy to use and you can send and receive faxes while on the go. We also recommend it to all our clients as the delivery rate is really reliable.

Excellent mobile fax

1m ago

Office Manager

This has replaced all our faxing machines in the office and we totally rely on it for all our faxing needs. If there are any problems the team is always quick to respond and sort out the issues.

The #1 online faxing service for banks and finance companies
Switch to the industry-leading provider of secure fax banking solutions for
financial service companies. Upgrade to iFax today.

Frequently Asked Questions

Do banks fax documents and offer financial industry fax services for partners and clients?

Yes. Many banks still use fax and can offer fax services for specific transactions, particularly those that require secure and immediate delivery. Banking and financial companies can fax documents such as loan applications and wire transfer authorizations. However, it should be noted that even if a bank offers fax services, they are often intended for finance services instead of general-purpose faxing.

Yes, absolutely. Internet fax services like iFax can handle large volumes of online faxing in ways that streamline tasks, eliminating hassles through automation.

iFax, for example, provides AI-assisted faxing with its Optical Character Recognition (OCR) technology and uses Natural Language Processing (NLP) to extract large volumes of financial data with precision and increased accuracy.

Secure online faxing that meets industry compliance standards can fax various types of financial documents, including the following:

  • Loan and lease agreements
  • Investment contracts
  • Bank statements
  • Account summaries
  • Tax documents
  • W-2 and 1099 forms
  • Balance sheets
  • Income statements
  • Cash flow statements
  • Portfolio summaries
  • Brokerage statements
  • Asset management reports
  • Billing invoices
  • Payment receipts
  • Expense reports
  • Mortgage applications
  • Personal or business loan applications
  • Policy agreements and claims forms
  • Internal audit summaries
  • Letters of intent
  • Client agreements

Yes, provided the online faxing service supports integration with existing software. Your financial institution must choose a fax provider that meets your faxing requirements and tailor it to your needs.

Not every fax service offering online faxing supports integration with existing banking systems, so it’s best to check and verify this functionality first to ensure it meets your operational needs.

The easy, fastest, and hassle-free way would be to sign up for an iFax account. It only takes a few minutes to get started, and once you’re all set, you can access premium features for free for 7 days. You can also request a tailored demo from our sales team to see precisely how iFax works to streamline your bank and financial processes.

The best part? You can immediately send and receive bank faxes while saving on investment costs, maintenance, office space, and even paper supplies.

It’s the best fax banking solution that can efficiently streamline your day-to-day banking and financial operations.

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