Trusted in the Financial Services Industry​

Discover how Concord Technologies helps financial institutions secure, streamline, and modernize critical document workflows with intelligent document processing (IDP)—from cloud-native fax to AI-powered data extraction.

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Beyond Fax: The Role of Intelligent Document Processing in Financial Services

In today’s financial sector, fax remains essential—especially for regulatory filings, high-value transactions, and third-party communications. But fax is no longer just a channel; it’s part of a larger document strategy. Concord elevates fax with built-in intelligence: transforming static documents into structured, actionable data through AI-driven processing.

Why Financial Firms Rely on Concord Intelligent Document Solutions

Built for Regulatory Compliance

Financial services organizations are required to adhere to a long list of standards, including GDPR, GLBA, SOX, FINRA, SEC and more. To aid in your organization’s ongoing compliance efforts, Concord’s platform ensures your communications are:

  • Fully traceable with digital confirmations and time-stamped logs
  • Archived to meet document retention standards
  • Auditable and examination-ready with detailed reporting tools 

With certifications including SOC 2 Type II, HITRUST, PCI DSS (self-attested), and DirectTrust participation, Concord helps you stay aligned with evolving compliance frameworks.

More Than Fax: Intelligent Automation That Scales

Financial services firms deal with mountains of documentation—loan packets, wire instructions, trade confirmations, client disclosures, and more. Manual processing is slow, error-prone, and costly. 
Concord’s IDP platform automates:

  • AI-based document classification
  • Key-value data extraction (e.g., loan numbers, client PII)
  • Auto-routing to internal workflows or CRMs
  • Tagging and indexing for instant retrieval
  • Delivery of structured data to core platforms via API or webhook

You’re not just sending faxes—you’re turning unstructured data into operational efficiency.

Modern Capabilities for 
a Modern Finance Organization

With Concord, financial institutions gain:

  • Digital-first faxing via email, API, desktop, or mobile
  • Remote access for distributed and hybrid teams
  • Automated workflows that integrate with loan origination, CRM, and risk systems
  • AI-enhanced document search and indexing
  • Flexible integrations with Salesforce, SharePoint, NetSuite, and more

Resilience Built In: 
Business Continuity and Disaster Recovery

For infrastructure teams, uptime is mission-critical. Concord’s active-active, multi-region cloud platform delivers:

99.99% uptime
Geo-redundant hosting 
Patented SureConnect technology maximizes deliverability
Elastic scalability during
high-volume events

Built to Scale with Your Institution

Whether you’re a regional institution or a tier-one investment bank, 
Concord’s cloud-native architecture adapts to your needs:

No on-prem hardware

Flexible licensing
and user
management

Full-service
onboarding and U.S.-based support

Open APIs for custom integrations

Strategic Value Beyond Document Delivery

By combining secure document exchange with intelligent automation, Concord enables financial firms to:
  • Stay compliant with evolving regulations
  • Reduce document-processing overhead
  • Eliminate bottlenecks from paper-based workflows
  • Surface data for downstream analysis and reporting
  • Operate efficiently and securely at any scale

Fax is just the starting point. With Concord, it becomes the gateway to intelligent, auditable, automated document processing.

Get Started with Concord Cloud Fax Today

Ready to modernize communication without compromising compliance or security?
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