eFax^®Helps Bankers Streamline Customer Communication

Bankers use eFax to respond quickly to customer needs from any connected device.

Simplify Document Transfer

With eFax, bankers can address client needs quickly and efficiently, meet increasing regulatory standards, and streamline daily business conduct. Using cloud faxing, bankers can safeguard sensitive financial information while responding to urgent client needs on-the-go. eFax also eliminates fax machine wait times and maintenance by transferring the entire process online.

Send and receive faxes in minutes.

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Looking for an enterprise solution?

Streamline workflows using the eFax® mobile app

Countless banking documents, including loans and licenses, are sent and received via fax each day. With the eFax mobile app, bankers can streamline the process for sending and receiving these important documents. Address customer needs anytime and anywhere from your smartphone or tablet.

Reduce wait times for approving loan applications and stock transfers by handling business from your mobile device and avoiding the jammed office fax machine.

Send and receive internal and external transaction records quickly and efficiently on any mobile device with eFax iOS and Android mobile apps.

Manage safe transmission of EIN and tax information documents without needing to print, sign, and scan any documents.

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Looking for an enterprise solution?

Meet Regulatory Requirements

Banking is a heavily regulated industry. According to the Gramm-Leach-Bliley Act, financial institutions are required to safeguard sensitive customer data. Banks are required to ensure the secure transmission of customer information, and sensitive data must be encrypted if transmitted over the Internet. Cloud faxing can help banks ensure that they meet these standards and avoid costly data leaks.

Fax transmissions are more secure and difficult to hack than email due to their encrypted nature. Because bankers deal with sensitive information daily and must ensure that client financial information is safeguarded, they should invest in the most efficient faxing technology.

Fax features that boost efficiency

eFax increases productivity and integrates with cloud-based applications that improve organization and customer management for bankers.

Unlimited Storage

With unlimited storage for the life of an account, retain every fax sent and received to provide legally binding documentation complete with date and time stamps.

Folders or tagging

Use customizable tags, keyword categories and folders to easily keep track of files sorted by customer or document type

Cloud Storage

Integrate eFax with third-party cloud document storage apps, including Dropbox, Box, iCloud and Google Drive to fax more than 170 supported file types directly to multiple recipients.

What People are Saying About eFax

“eFax is fast, convenient and secure. It’s a great way to share documents that need to be faxed without having to own a fax machine."

– Robert G.

eFax User

“I really love eFax. It's very convenient and helps me keep track of documents that have been sent. I'm able to use it anywhere – it's amazing!”

– Victoria M.

eFax User

eFax® is the best choice for improving
customer satisfaction

Many countries, including Germany and Japan, prefer faxing to any other method of transmitting documents. For bankers with international customers, fax can be the culturally and practically-preferred method of document transmission. With eFax, bankers can maintain those international relationships while seamlessly managing communication with customers.

Import your client contacts and address books directly into your eFax account, and simply select their information from your contact list when you need to send a fax.

Enable fax delivery confirmations via email to ensure that important mortgage or business loan documents have been received.

Streamline the process for communicating with both domestic and international customers from any connected device.

Related Resources

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eFax^®Helps Bankers Streamline Customer Communication

Bankers use eFax to respond quickly to customer needs from any connected device.

Simplify Document Transfer

Streamline workflows using the eFax® mobile app

Meet Regulatory Requirements