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Make Commercial Account Opening Painless

Simplify the most tedious tasks for commercial bankers to deliver white-glove service to clients.

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

Open Accounts in Days
(Not Weeks)

Replace legacy processes with configurable workflows to help your teams run more efficiently.

Support a
Client-First Approach

Offer a modern experience no matter where, when, or how your clients want to work with you.

Build a More
Efficient Team

Eliminate tedious data entry, manual paperwork, and guesswork — to support your bankers.

Gather

Provide a single source of truth for the application process. Select product offerings, collect information, and agree on terms all in one place.

Intelligently request the right documents based on the client’s unique needs and upload them from any device.

Validate

DocFox analyzes documents based on rules set
by your compliance team, so applications can
progress even when your bankers are offline.

Approve

Leverage best-of-breed data with our ID&V and
business data plugins to compare, verify, and
finalize documents — saving your client time.

Integrate

Avoid having to search for and update information repeatedly by integrating with your financial core, document storage system, CRM, and more.

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 Demo

Fill out the form below to request a personalized demo and find out how DocFox can help your business