Doxim Announces New Release of Client Onboarding Solution for Wealth Management

Doxim Announces New Release of Client Onboarding Solution for Wealth Management

Doxim (, a leading provider of customer engagement software for financial services organizations, today announced the general availability of a new, pre-configured version of Doxim Client Onboarding for wealth management.

Recognizing the need of the wealth management firms to accelerate digitization and adapt to the rapidly changing marketplace, Doxim created a Standard edition of the Doxim Client Onboarding solution to help firms digitize onboarding in a few short weeks.

“Over the past ten years, through our collaboration with some of the most successful wealth management firms, we’ve developed technology that incorporates industry best practices and will help firms that are looking to grow faster onboard clients in the most streamlined, secure way possible,” said Chris Rasmussen, President and CEO of Doxim. “We’ve taken those best practices and used them to develop a market-ready version of Doxim Client Onboarding that comes complete with standard workflows and forms. This approach will be appealing to firms that want to improve their client experience and start realizing onboarding ROI right away.”

This new release includes an intuitive and mobile-responsive interface that looks great on all devices. Enhanced e-signature support enables advisors to track e-signature status in real time through their onboarding dashboards and follow up with clients who have not yet completed their forms.

“The Doxim Client Onboarding 2017 release is a great step forward towards the realization of our Customer Engagement Platform vision for our wealth management clients,” said Chris Palmer, Vice President of Product Vision & Strategy. “In response to industry demand, we’ve created a solution that can be implemented quickly and is flexible and scalable to continue growing with the customer’s needs. It provides advisors with the required flexibility to onboard clients where and how it is best for them to deliver a modern, digitized onboarding experience.”

For those who require a fully bespoke client onboarding solution, the Enterprise edition of Doxim’s Client Onboarding meets all customization requirements with fully configurable workflows, forms, and questionnaires. Doxim specialists are available to help firms assess which solution is right for them.

Wealth management firms that want a demonstration of Doxim Client Onboarding are encouraged to reach out to Doxim and book a personalized demo.

About Doxim

Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. Find out more at

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Olga Zakharenkava

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