Doxim Account Opening. Fast, easy, paperless account opening in 10 minutes or less. Product Overview

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1 Doxim Account Opening Fast, easy, paperless account opening in 10 minutes or less Product Overview

2 Product Overview Account opening and customer onboarding processes remain sub-optimal at many banks and credit unions. Whether based on antiquated back office systems, first-generation automation or pen and paper, they contribute little to a new customer s first impressions. Doxim Account Opening changes all of that. Cloud-based and fully integrated into the Doxim Customer Engagement Platform, it s designed to speed new and existing customers through account opening, in 10 minutes or less. Say goodbye to repetitive form filling tasks, and say hello to having a real conversation with a customer about their needs and aspirations. It s a great way to set yourself up for success during that all important first 90-day onboarding window, when customers are most receptive to adding new products. One study showed that 81% of all successful cross-selling takes place in this 90 day window. Optimized for desktops and mobile tablets, Doxim Account Opening is ideal for branch, call center and universal teller applications. And the fully responsive self-serve module allows new customers to open accounts on their terms, minimizing abandonment and maximizing the customer experience. Over the next few pages we ve outlined some of the key capabilities of Doxim Account Opening, to illustrate the advantages it can bring to your bank or credit union. 1

3 OPEN AN ACCOUNT IN JUST A FEW EASY STEPS With Doxim Account Opening, you can now open new customer accounts in just a few easy steps: 1. Gather all required information to onboard new customers or update existing customers 2. Select products, from checking and savings accounts to term deposits and registered contracts 3. Generate the required documentation using your own document templates 4. Record results of background checks, risk assessments and other regulatory data 2

4 QUICKLY CAPTURE KEY CUSTOMERIN- FORMATION The easy to use, tabbed customer application screen makes capturing all required Know-Your-Customer information quick and painless. Capture information once and then add it to all forms that need it. If it s an existing customer, pre-populate the screen with data from your banking system or Doxim CRM. 3

5 TURN ACCOUNT OPENING INTO A CONVERSATION Spend less time filling out repetitive paper-based forms, or legacy data input screens and more time having a conversation with your customer. The Survey Questions screen provides a completely customized set of questions to gain better insights into a customer s needs, wants and financial aspirations. The optional financial analysis screen helps round out this conversation, capturing details of the prospective customer s net worth and financial health. 4

6 UNIQUE UMBRELLA PRODUCT SUPPORT Avoid filling out multiple sets of forms for each account your customer wants to open. With Umbrella Product Support, you can prepare a single application for all required accounts in one pass. Bundle it with Doxim Loan Origination and loans can also be processed at the same time. 5

7 DELIVERING A TRUE OMNI-CHANNEL EXPERIENCE Every bank or credit union wants to give in-branch and call center staff access to a streamlined, modern, web-based account opening application. But in today s digital world, it has to go beyond that. That s why Doxim Account Opening is also mobile-friendly, making it ideal for universal teller environments, on-campus recruitment and self-serve kiosks. 6

8 DESIGNED WITH SELF-SERVICE IN MIND New and existing customers can also open new accounts, anytime, anywhere, on a PC, tablet or smartphone, using the purpose designed, web-based Customer Self-Service module. 7

9 A TRULY PAPERLESS ACCOUNT OPENING EXPERIENCE Eliminate paper from in-branch, mobile and self-serve account opening using fully integrated e-signature technology. Then store all finished paperwork electronically on the Doxim ECM, so its accessible online to staff and customers alike. 8

10 HELP MAINTAIN REGULATORY COMPLIANCE Never let compliance be the bottle neck to opening new accounts again. Doxim Account Opening has it covered; from acknowledging verifications against regulatory lists, to performing Fintrac assessments, and documenting political exposure. 9

11 READY TO TRANSFORM YOUR ACCOUNT OPENING. Book a free personal demo Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim s Customer Engagement Platform helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross-sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated customer onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients channel preferences. This eliminates costly, traditional, paper-based manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. PB_ACCO_161205