See Doxim Client Onboarding in Action

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  • Build Intelligent Questionnaires

    Speed account opening by only asking the questions you need to ask, with intelligent questionnaires which display only questions pertinent to the account and the individual opening it.

  • Accelerate Account Approvals

    Get new accounts open and funded within hours with automated approval workflows which prompt back-office staff to review new accounts in a timely fashion.

  • Automatically Generate Personalized Welcome Kits

    Gather customer data, then use it to generate personalized communications such as welcome kits that can be customized and branded at the customer, advisor, and product level.

Don't just take our word for it...