Automate the Complexities of Securities-Based Lending
For Quicker Time to Fund
Automate the Complexities of Securities-Based Lending for Quicker Time to Fund
Doxim Securities-Based Lending solution helps financial service providers streamline their business and tap into new revenue opportunities by enabling a fast and easy process for executing securities-based loans. With a flexible workflow engine, pre-defined rules, and dynamic online forms, the Doxim Securities-Based Lending Solution can be implemented quickly, enabling wealth organizations to react and adapt to new lending opportunities. This SaaS-based Solution includes integrations for credit checks and AML checks and can be integrated with any third-party system such as a collateral management engine.
Doxim Securities-Based Lending Features
A Configurable Workflow Solution
Get to market faster with pre-designed workflow processes for lending that can be configured to meet the unique needs of your business.
Leverage robust integrations to back office and third-party data sources such as your Collateral Management System to streamline the process and prevent the errors that stem from keying and re-keying transfer data manually.
Speed the securities-based lending process by focusing on crucial questions. Intelligent questionnaires only prompt questions that are pertinent to the product type and the individual opening it.