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Crisis-Response-Solution--Deploying-Digital-Onboarding-Quickly Bio


Crisis Response Solution: Deploying Digital Onboarding Quickly

Digital onboarding is no longer a luxury but a necessity for wealth management firms today. The new norms will greatly reshape how clients will interact with their firms now and well into the future.

Wealth management firms who manage to provide superior experiences to clients without asking them to leave the comfort of their home will succeed in today’s landscape.

Firms that can quickly implement digital solutions to continue servicing their clients will be rewarded with a significant competitive advantage. Watch this webinar as we share our no-fail agile implementation methodology and learn how you can get a digital onboarding solution live, quickly at your firm.

Key Takeaways:

  • The lasting impacts of COVID-19 on customer expectations
  • Common implementation pitfalls that hinder project success
  • How agile implementation techniques can help you bring a digital onboarding solution to market quickly
  • Characteristics of a modern onboarding solution
  • Sneak Peek at Doxim Client Onboarding

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulatedmarkets, including financial services, utilities and healthcare. We provide omnichannel communications and paymentsolutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabledmanaged services address key digitization, operational efficiency, and customer experience challenges through a suite ofplug-and-play, integrated, SaaS software and technology solutions. Learn more at

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