Video: Client Onboarding

Today, clients expect the convenience of account opening anywhere, anytime, and they have little patience for processes that are too complicated and time consuming. Financial services advisors want an automated solution that handles the paperwork so they can  focus on having a goal-based discussion with their valued new clients.

Watch Jane’s Story to see how Doxim solutions can Redefine Your Customers’ Experience and make room for meaningful conversation and personalized advice.