Brochure | Doxim Customer Engagement Platform for Wealth
Wealth management firms need to spend more time on core deliverables such as building wealth for their clients and delivering superior and personalized service. Download this brochure which shares a complete suite of SaaS solutions for wealth management firms.
eBook | Realize Immediate ROI with Digital Onboarding
Digitizing your onboarding is a sure-fire way to increase advisor productivity and save more than US$100,000 per thousand accounts opened. This eBook explains how automation and digitization can virtually eliminate costly NIGO paperwork, reduce time to account open, and offer immediate, measurable ROI.
Open Accounts Anytime, Anywhere
Mobile-friendly, integrated e-signature capabilities, and mobile ID capture technology, financial advisors can open accounts securely from anywhere in the world, on any device.
Doxim Client Onboarding reduces the number of steps taken to open an account by 70%, and automated NIGO checks dramatically reduce the inconvenience and expense of error correction.
Doxim Client Onboarding Features
Automate account transfers, simplifying and expediting this complex, time-sensitive process.
Get new accounts open and funded as soon as possible. Automated approval workflows prompt back-office staff to review new accounts in a timely fashion.
Expedite and simplify preparation and distribution—both online and in print—of client reports like trade confirmations and year-end documents.
Leverage robust integrations to back-office and third-party data sources to prevent the errors that stem from keying and re-keying data manually.
Speed account opening by focusing on crucial questions. Intelligent questionnaires only prompt questions that are pertinent to the account and the individual opening it.
Personalized statement marketing
Use customer data to generate customized welcome kits and enhanced statements that enable detailed personalization, improving the client experience and increasing adoption of ancillary products.