Account Opening Software

Efficient and Paperless Onboarding
for Banks and Credit Unions

Redefining The Customer Experience

Streamline and modernize your bank or credit union account opening processes with Doxim Account Opening. With support for in-branch, call center and customer-facing applications, it speeds the task of completing a new account application in just a few simple steps, in ten minutes or less.

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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.

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.

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.

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.

Built-in Regulatory Checks

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

See Doxim’s Account Opening Software in Action

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. If you have questions, our product specialists would love to answer them. Give us a call at 1866 475 9876.