Account Opening
Streamlined, Digital Account Opening
“Doxim has delivered a tool that is faster and easier to use for our members and our advisors. Members can get their membership and open their accounts whenever and however they wish.”
— Mainstreet Credit Union
Your All-in-One Solution for Account Opening
Doxim Account Opening is a flexible, end-to-end digital account opening solution purpose-built for credit unions and community banks. It provides both in-branch and self-serve options for retail and business accounts. By streamlining the process and speeding every step, you can boost advisor productivity and deliver a better customer experience.
Open More Accounts, Faster
With an intuitive digital workflow, the solution makes it simple to open any account type, from basic checking and savings to time accounts and retirement products – for individuals, joint holders, trusts or estates. You can even use the information captured to open multiple accounts at once, without having to ask the same question twice.
Open More Accounts, Faster
With an intuitive digital workflow, the solution makes it simple to open any account type, from basic checking and savings to time accounts and retirement products – for individuals, joint holders, trusts or estates. You can even use the information captured to open multiple accounts at once, without having to ask the same question twice.
Make Time for Meaningful Conversation & Enhance Customer Experience
By managing all those repetitive form filling tasks for you, Doxim Account Opening gives you more time for quality conversations with your new customer about their wishes, needs and aspirations. It allows for meaningful cross-sell conversations within the critical 90-day onboarding window that follows every new customer acquisition.
Doxim Account Opening Features
Seamless, Omnichannel Experience
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.
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.
Built-In Regulatory Checks
Ensure the completion of all required checks to meet regulatory obligations; from acknowledging verifications against regulatory lists, to performing suspicious transaction reporting assessments, and documenting political exposure.
Business Messaging
Enable staff to connect with your customers securely through two-way email and text messaging while maintaining a complete communications history in one place.
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.
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.
A 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.