The Future of Business Banking Is Digital & It’s Here Now
Ready to accelerate your business banking portfolio? Become the digital-first bank your customers have come to expect.
Acquire and convert business customers faster than ever with Doxim Self-Service Business Account Opening. Our state-of-the-art solution blends modern design with robust functionality to create an end-to-end business account opening solution that is ACTUALLY easy, intuitive and convenient to use.
Break Free from Branches and Take Banking Directly To Businesses
Your customers are online, are you? Expand your reach and grow your business banking portfolio with Doxim Self-Service Business Account Opening. Financial institutions can now offer businesses the convenience of banking 24/7, from anywhere, using the channel of their choice, whether it be online, mobile or in-branch.
With complete real-time integration between in-branch and self-service solutions, Doxim offers a full featured omnichannel account opening toolkit that eliminates the burden of multiple branch visits while delivering a consistent and unified experience across channels.
Fast, Simple, Mobile-First User Experience That Is Guaranteed To Convert
We’ve gone beyond the basic form-fill. Onboard new or existing businesses effortlessly with our no-hassle, stress-free paperless business account opening software that takes customers from application to real-time ID verification and authentication all the way through to funding in 10 minutes or less.
Our customer centric, mobile-first design is paired with intuitive features to create a best-in-class digital business account opening software:
- Data error validation to remove friction and reduce application not-in-good-order rate
- Amazon style shopping cart experience with multi-product support for easy navigation
- Dynamic and data driven workflows based on business structure and policy to limit redundancy and save time
Stop Losing Staff Productivity To Manual Document Management
Documents are at the heart of all business account opening processes, yet they are the root cause of delays in the onboarding process at most financial institutions. We understand the burden of managing 100s of documents, that’s why we’ve streamlined the document collection and review process. With our compliance driven document collection and secure uploader, you’ll never have missing paperwork!
- In-app digital document bank that lets your customers quickly upload multiple documents
- Single repository for on-going document maintenance
- Instantly notify staff of new document uploads
Intelligent Cross-Sell To Deepen Relationships
We don’t just want you to open accounts but rather develop deeper, longer lasting relationships that increase the lifetime profitability of each customer. Therefore, along with creating a seamless first experience, we also enable businesses to quickly add additional value-added products and services before completing the account opening process.
Despite having a frictionless account opening process, abandonment happens. But not to worry, the lead details will be captured in real-time and automatically saved as a prospect for immediate follow-up.
Security & Compliance Without The Friction
Compliance does not mean sacrificing customer experience. Doxim’s Self-Service Business Account Opening solution is designed to give you maximum amount of fraud protection and compliance without causing friction in the customer journey. Unlike many solutions in the marketplace which require manual intervention to ensure compliance and ID verification, Doxim leverages state-of-the art technology to provide instant verification.
- Real-time ID and Business verification
- Real-time KYB and KYC capture
- Complete Anti-money laundering (AML) and FINTRAC compliance for all stakeholders
- Domestic and Foreign Tax Compliance with FATCA & OECD data attestation for reporting purposes
The Doxim Difference
Single Integrated All-In-One Origination Platform
End-To-End Digital Solution - From Application to Funding
Robust API Strategy
Choose Canada's Most Comprehensive Account Opening & Loan Origination Platform
Experience the power of an all-in-one origination solution
Doxim Self-Service Business Account is a module of Doxim Digital Origination, a powerful, integrated solution designed to meet all your origination needs through the whole customer journey
- Centralized core lending services
- Channel continuity
- Standardized processes regardless of channels
- Shared integrations
- 360 view of the customer
- Increase loan processing capacity