Mobilize client-facing branch staff to open new accounts, paper-free at your customer’s convenience, with a tablet-friendly web-based interface.
Ask questions once, then reuse the data automatically. Add in integrations with banking, credit bureau and CRM data and some questions never need to be asked again.
Save costs and increase wallet share, by opening multiple products in a single pass. Add in Doxim Loan Origination and you can also process loan applications at the same time.
Open any account type, from basic checking and savings accounts to term deposits and registered contracts.
Empower your digitally savvy customers to open new accounts anywhere, anytime, in 10 minutes or less via their PC, tablet or smartphone.
Ensure you complete and document all required checks to meet regulatory obligations; from verifications against regulatory lists, to performing Fintrac assessments.
• Identify and document valuable cross-sell and upsell opportunities
• Reduce error rates and time to account approval
• Turn prospects into customers on the spot with anytime, anywhere account opening
• Gather data to tailor future communications to interests, goals, and life stages
• Enjoy quick and cost-effective implementation