White Glove Account Opening Experience
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
Approve
Review paperwork and verify actors easily using our plugins for ID&V and business data engines to easily approve account openings
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
Fill out the form below to request a personalized demo and find out how DocFox can help your business
