Introduction

Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize

Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize

New Doxim Self-Service Account and Loan Origination modules will enable banks and credit unions to offer their customers a unique end-to-end paperless origination experience

Toronto, August 17, 2020 – Doxim (www.doxim.com), the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, today announced the upcoming availability of its Self-Service Account and Loan Origination modules, which further extend the capabilities of Doxim’s Digital Origination product. Doxim Digital Origination is a complete all-in-one solution for self-service paperless, secure account opening and loan origination across all channels, 24/7.

These modules will improve the customer experience by allowing new or existing clients to add new products and services from wherever they want, whenever they want. Our goal is to enable streamlined, low-friction, digital-first journeys for all products and services,” said Doxim Vice President of Product Management Sean Kennelly. “In partnership with Mobetize, our robust solutions will open deposit products and less complex loans in less than 5 minutes, and we’ll shortly roll out self-service features for originating more complex credit requests such as mortgages and business products. This unique, differentiated solution will create a competitive advantage for our client banks and credit unions.

Behind the scenes, Doxim Digital Origination will also improve security with risk mitigation strategies including social biometrics, and will ensure that there are standardized processes throughout the organization regardless of channel. Plus, the solution will offer a single, centralized repository for all origination data.

“As the financial industry moves to a digital, branchless model, Doxim’s innovative technology solutions are helping our clients stay ahead of the curve,” said Doxim President and CEO Michael Rogalski. “Doxim Digital Origination brings together all the features a modern bank or credit union needs to open accounts and originate loans, from real-time identity verification to simple account funding and robust e-signature support. We’ve built this solution with the end customer in mind, re-imagining every facet of the process to offer the best first impression possible.”

To bring Doxim Self-Service Account and Loan Origination to market, Doxim has partnered with Mobetize, drawing on their expertise and impressive track record in developing solutions for the Canadian financial services industry.

“Your account opening and loan origination processes set the stage for the growth of your customer relationship, so they really need to offer that ‘wow factor’,” said Mobetize CEO Ajay Hans. “That’s why we’ve partnered with Doxim to roll out a truly robust and customer-centric digital origination product that offers frictionless end-to-end onboarding for self-serve, hybrid, and in-branch channels. Doxim Digital Origination will help financial service institutions increase successful application rates and customer to product ratios, while building strong customer relationships that stand the test of time.”

Key Features Include:

  • Shopping cart functionality to add multiple products in a single session
  • Omni-channel and cross-channel support, so customers can start in one channel and finish in another
  • Real-time identity verification
  • Robust integrations to multiple core banking systems
  • Social biometrics and AI-based risk analysis
  • Self-serve account funding 
  • Recover and resume functionality, so customers can return to an unfinished application
  • CRM integration to re-engage abandoned applications automatically

Financial institutions seeking innovative ways to drive increased conversions and lower abandonment rates are urged to contact Doxim today to learn more about Doxim Digital Origination.

About Doxim

Doxim is the customer communications management and engagement technology leader serving financial and regulated markets, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. The Doxim Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.

About Mobetize
Mobetize is on a mission to liberate banking by giving consumers the ability to bank how they want, when they want for what products they need. We are collaborating and empowering financial institutions to transform how financial services are delivered and consumed. Our solutions focus on digital first principles that enable partners and clients to deliver anytime, anywhere access for cross border payments as well as account and lending origination.