Coming soon – DocFox Integration with Fiserv AppMarket

Go Live in 48 hours with commercial account opening. Find out more about DocFox Accelerated

Customers Bank is taking a technology-forward approach to commercial banking

See what great business
account opening looks like

Our streamlined digital account opening experience takes the banker- client relationship to the next level

Why DocFox

Create a Remarkable Client Experience for your Commercial Clients

Save Time

Drop commercial account opening time for business accounts from weeks or days to hours or minutes by streamlining and digitizing your end to end processes

Manage Relationships, not paper and red tape

Wouldn’t you rather your bankers focus on relationship building, not paper pushing? Allow bankers to focus on their clients by reducing manual work

Operate more Efficiently

Increase deposits without needing to recruit, hire, and train new employees to handle your account opening operations

Gather

Provide your clients a modern, branded experience that allows them to easily see all your product offerings, supply beneficial ownership information, review and agree on all terms and disclosures – anywhere they want, in-branch, online, or over the phone.

Validate

Your clients can upload anything from a corporate resolution to a hand-written lease agreement which can be validated based on clear rules set by your compliance team using our real-time validation offering.

Approve

Review paperwork and verify actors easily using our plugins for ID&V and business data engines to easily approve account openings

Integrate

Save time and manual entry in your financial core by integrating DocFox to seamless send information to both ledger and document storage systems. If you already have an integration system you like, that’s ok too – we can integrate with anyone and anything.

Give your commercial clients a white-glove business account opening experience with DocFox

Streamlined Account Opening

DocFox analyzes any document in real-time, no matter the complexity, saving time on back and forth communication and removing redundant questions.

Configurable workflows

Capture the most important information that is needed from your clients that align with your processes.

Data Integrated

Connect critical data from major cores, other banking systems, such as reporting, CRM and LOS to integrate the transfer of information.

Request a demo

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