Client Onboarding for Wealth Management

Delight Customers, Increase Revenue,
and Enhance Productivity

We’ll Handle the Paperwork So You Can Focus on Clients

Modern wealth management firms are challenged by tighter regulatory standards that shift focus from clients to documentation. However, clients demand and value focused attention on their financial needs. To remain competitive, firms must free up their financial advisors’ time to focus on delighting customers and identifying wealth-building investment opportunities.

With Doxim Client Onboarding, you can do exactly that – focus on revenue-generating opportunities. Automated, digital onboarding minimizes data entry, reduces NIGO rates to nearly zero, and improves compliance documentation. You may choose the Standard Edition, for quick implementation, with all key workflows pre-configured, or the Enterprise Edition, and Doxim will support your growth with its flexible solution.

Want to learn more about Doxim Client Onboarding for Wealth Management? TELL ME MORE

Doxim Client Onboarding Features

Personalized Communications

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.

Automated Reports

Expedite and simplify preparation and distribution—both online and in print—of client reports like trade confirmations and year-end tax processing documents.

Account Transfers

Automate account transfers, simplifying and expediting this complex, time-sensitive process.

Bidirectional Integration

Leverage robust integrations to back-office and third-party data sources to prevent the errors that stem from keying and re-keying data manually.

Approval Workflows

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.

Intelligent Questionnaires

Speed account opening by focusing on crucial questions. Intelligent questionnaires only prompt questions that are pertinent to the account and the individual opening it.

Learn Why Wealth Management Firms Choose Doxim

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Now, customer documentation is now consistent with corporate branding. Changes can be made quickly, and customer information is stored in a secure, central location.

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

This was one of the largest and most complex proxy mailings ever undertaken by Dynamic, encompassing approximately 1.7MM security holder records and delivering almost 1MM individual packages. I think it’s fair to say that our demands were anything but ordinary and that your team stepped up to the plate to deliver solutions that were compliant, cost-effective, and doable, that ultimately lead us to execute a very successful meeting. At project close, the level of response, attention to detail, and flexibility shown to us were exceptional and superior to our experiences with other vendors. We were able to realize significant savings versus budget, due in large part to having worked with this company.

To make it easier to offer these unique loans within a tight timeframe, we required a fully integrated lending platform, so the application and approval process are completed seamlessly and quickly. We chose Doxim solutions because of their flexibility and ease of configuration. Doxim’s products will let us bring automated SBLOC provision to the market faster than any other vendor we reviewed.

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

With this web-based system, there was no learning curve because the system highlights mandatory fields and automatically checks for errors. When we demo it to prospective advisors, they get excited about the technology. We regularly use it as a recruitment tool to attract new advisors!

See Doxim’s Client Onboarding Software in Action

Ready to delight customers, increase revenue, and improve staff productivity? Book your personalized demo of Doxim Client Onboarding now to explore the benefits and capabilities of our digital wealth management platform.

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