Fast, Easy, Paperless Account Opening

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Building a Profitable
Onboarding Program

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Doxim Unveils New Account Opening Application

Redefining The Customer Experience


Streamline and modernize your bank or credit union account opening processes with Doxim Account Opening. With omni-channel support for in-branch, call center and self-serve applications, it speeds customers through the task of opening new or additional accounts in just a few simple steps, in ten minutes or less.

Make time for meaningful conversation


By managing all those repetitive form filling tasks for you, Doxim Account Opening allows you to have a real conversation with a new customer about their wishes, needs and aspirations. Why’s that so important? Because it sets you up with the customer intelligence you need to complete successful cross selling initiatives in the critical 90-day onboarding window that follows new customer acquisitions.

Enhance The End Customer Experience


Minimize abandonment and maximize customer satisfaction with a faster, more efficient account opening process, whether customers are applying for new accounts in branch, via your call center, or self-serve, from the comfort of their own home. And full e-signature support means that true paperless account opening finally becomes a reality, delighting customers and staff alike.

Maximize staff productivity and take them mobile


Lift the burden of legacy systems and improve your employees’ work lives by giving in-branch and call center staff access to an easy to use, modern, account opening application. Add in full web enablement and that application will allow you to maximize usage, so new accounts can be opened at the advisors desk, by universal tellers in you customer lounge, via self-serve in-branch kiosk, or even on mobile tablets at a community event.

Learn how to speed customers through the tedious task of opening new or additional accounts

Doxim Account Opening Features

Open Any Account Type

Open any account type, from basic checking and savings accounts to term deposits and registered contracts, for individuals, joint account holders, youths, trusts and estates.

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Mobile-Friendly Interface

Mobilize client-facing branch staff to open new accounts, paper-free at your customer’s convenience, with a tablet-friendly web-based interface that’s perfect for universal teller applications.

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Self-Serve Capabilities

Empower your digitally savvy customers open new accounts anywhere, anytime, in 10 minutes or less via their PC, tablet or smartphone, with full e-signature support delivering a truly paperless experience.

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Umbrella Product Support

Save costs and increase wallet share, by opening multiple products in a single pass. Add in Doxim Loan Origination and you can also process loan applications at the same time.

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Intelligent Data Reuse

Ask questions once then reuse the data automatically wherever it’s needed. Add in integrations with banking, credit bureau and CRM data and some questions never need to be asked again.

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Built-in Regulatory Checks

Ensure you complete all required checks to meet regulatory obligations; from acknowledging verifications against regulatory lists, to performing Fintrac assessments, and documenting political exposure.

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Webinar

Building a Profitable Onboarding Program

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News Release

Doxim Unveils New Account Opening

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eBook

Bridging The Customer Experience Gap

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See Doxim Account Opening in Action!

Ready to reimagine your account opening experience and get your customer relationship started on the right foot? See how Doxim Account Opening enables omni-channel account opening in less than ten minutes, while reducing error rates and setting you up for future cross-selling success.

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