Case Study: Bank Administration Institute achieves faster, hands-free document delivery with Zetadocs Global

Remote faxing helps mobile sales force deliver for Bank Administration Institute

Bank Administration Institute (BAI), a Chicago-based provider of education, conferences and research for financial services, was inundated with hundreds of daily information requests handled largely by manual faxing. Staff spent large amounts of time sending multi-page brochures (for example, feeding a 12‑page brochure through a fax machine dozens of times), leading to slow response times and lost sales opportunities. After evaluating fax-server options, BAI selected Zetafax from Zetadocs Global to centralize and streamline communications.

Zetadocs Global implemented Zetafax on a central server and installed it on more than 100 desktop and laptop machines, allowing in-house developers to send collateral directly to the server, enabling broadcast faxing to hundreds or thousands of recipients and remote dial‑in access for the mobile sales force. The solution eliminated repetitive manual faxing, sped response to customer inquiries, freed sales staff to focus on selling, and supported large-scale distribution and multiple-copy requests—measurable benefits reflected in deployment across 100+ users and the ability to broadcast to hundreds/thousands of recipients.

Bank Administration Institute

Jim DiNapoli

Information Services Manager