Client Onboarding Software for the Financial Service Industry

OpenAdvantage® – A Doxim Client Onboarding Solution

The OpenAdvantage® platform helps Financial Service providers streamline their business by bringing critical business processes, including client onboarding, online. It’s a flexible platform that can be adapted for multiple lines of business with multiple business needs.

OpenAdvantage® streamlines the client onboarding process through your choice of smart forms or a dynamic questionnaire which presents only relevant questions based on product and client profile. This allows your advisors to focus on building client relationships and uncovering sales and service opportunities, rather than on shuffling paper. Automated data verification and calculated fields reduce errors and Not in Good Order (NIGO) scores by ensuring paperwork is filled out correctly the first time. As well, data entry is minimized by the ability to import existing client data and suggested default values. Behind the scenes, configurable workflows automate the progression of the client onboarding data through your approval process.

Find Out More

Download the OpenAdvantage® Product brochure
Learn more about Collaborative Account Opening
Learn more about Member Onboarding for Credit Unions.
Learn How to Track and Resolve Client Complaints using your Onboarding Solution
Access the Client Onboarding Cost Benefit Analysis – find out how much you can save with an automated client onboarding solution today.
Learn How to provide Automated Client Onboarding for Clearing Firms

Personalized Welcome Kits

OpenAdvantage® generates personalized welcome kits that can be customized and branded for the client, the sales representative and the products.

Customized Dashboard

A dashboard, with dashlets which can be selected by the user, allows your representatives to track the status of their in-flight accounts at the touch of a button.

Fully Integrated eSignature Support

End-to-end digital account opening and mobile client onboarding gives advisors the option of opening accounts securely while on-the-go, using their mobile device.

OpenAdvantage® can help you:

Reduce client onboarding costs and accelerate the onboarding process
• Open accounts securely anywhere on mobile devices like an Apple iPad™
• Open accounts in real time, often within one day
• Open accounts digitally with integrated eSignature capabilities
Increase revenue and uncover hidden sales and service opportunities
• Streamlined account opening leaves time for goal-based conversation
• Uncover and document cross-sell and up-sell opportunities
• Increase wallet share with targeted sales communications during the three month onboarding period
Reduce hard and soft costs
• End-to-end digital onboarding dramatically reduces paper and courier costs
• NIGO checks reduce the sales and administrative burden associated with error correction
• Staff training costs drop because the OpenAdvantage® interface guides sales representatives through the process of gathering all vital information, reducing the need to “understand the paperwork requirements”


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