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Crisis-Response-Solution--Deploying-Digital-Onboarding-Quickly Bio


Crisis Response Solution: Deploying Digital Onboarding Quickly

Digital onboarding is no longer a luxury but a necessity for wealth management firms today. The new norms will greatly reshape how clients will interact with their firms now and well into the future.

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Wealth management firms who manage to provide superior experiences to clients without asking them to leave the comfort of their home will succeed in today’s landscape.

Firms that can quickly implement digital solutions to continue servicing their clients will be rewarded with a significant competitive advantage. Watch this webinar as we share our no-fail agile implementation methodology and learn how you can get a digital onboarding solution live, quickly at your firm.

Key Takeaways:

  • The lasting impacts of COVID-19 on customer expectations
  • Common implementation pitfalls that hinder project success
  • How agile implementation techniques can help you bring a digital onboarding solution to market quickly
  • Characteristics of a modern onboarding solution
  • Sneak Peek at Doxim Client Onboarding

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel document and payment solutions that transform experiences and strengthen engagement throughout the entire lifecycle.

The Doxim Platform helps clients communicate reliably and effectively, improves cross-sell and upsell opportunities, and drives increased loyalty and wallet share through personalized communications and easy-to-use payment processes. The platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at

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