Digital Account Opening
Brochure | Doxim Account Opening Brochure
Digitizing your onboarding is a sure-fire way to increase advisor productivity and save more than US $100,000 per thousand accounts opened. Read how to eliminate costly NIGO paperwork and more.
eBook | Three Critical Phases of Digital Onboarding
See how this customer automated their manual client onboarding process to enable them to scale and grow their business while eliminating resource intensive processes.
Make Time for Meaningful Conversation & Enhance Customer Experience
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. Minimize abandonment and maximize customer satisfaction with a faster, more efficient account opening process, whether customers are applying for new accounts in a branch, via your call center, or through a customer-facing application. And full e-signature support means that true paperless account opening finally becomes a reality, delighting customers and staff alike.
Built-in ECM functionality
Give staff robust ECM functionality right from within Doxim CRM including generating crucial documents, secure storage, document search and compliance reporting.
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.
Enable staff to connect with your customers securely through two-way email and text messaging while maintaining a complete communications history in one place.
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.
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.
Omnichannel account opening
With a direct integration to Doxim Self-Service Origination, your FI can deliver a cross-channel consistent experience wherein customers have the flexibility to seamlessly switch between online, in-branch, and mobile channels to complete an application.
One central source for data
Get a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.
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.
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.