Automated business account onboarding in DocFox is trusted by over 250 financial institutions, including
Automated business account onboarding in DocFox is trusted by over 250 financial institutions, including
Great client experiences, scalable processes and review
Institutional account onboarding is a manual, time-consuming, and inefficient process that doesn’t stand a chance at rapidly scaling if you’re using a CRM or sales tools.
DocFox provides workflows that empower your team to ask for less, get client information more quickly, and provide a far slicker path for your clients to onboard.
Customized, configurable workflows for any complex entity
The complex nature of business accounts – from offshore trusts, to beneficial owners, to vast multinational structures – demands adaptability and flexibility in onboarding processes and review.
With automation in DocFox, white-labeled workflows are configured to your organization’s specifications, allowing for quick review of any client information for any complex entity.
Worried about engineering capacity? We’ve got you covered.
We know your engineers have other priorities, which is why we won’t consume their time. The DocFox team provides white glove service, customized setup, and direct, seamless integration via a comprehensive RESTful API into your existing tech stack.
Security matters to all of us.
Trusted by over 250 global financial institutions, DocFox is SOC 2® compliant to ensure all confidential information is secure, and your business can scale safely.