TORONTO–Doxim, a provider of customer engagement software for credit unions, announces the launch of a new Account Opening application. This new application is fully integrated into the Doxim Customer Engagement Platform.
Cloud-based and mobile friendly, the company said Doxim Account Opening helps credit unions redefine their member experience during the account opening process. Accounts can be opened in just a few minutes, at the member’s convenience, whether in-branch, via a call center or self-serve online. With full e-signature support, this new cloud application offers true, paperless account opening that will delight members and staff alike, the company said.
The company added that by digitizing their account opening processes, banks and credit unions can stop focusing on repetitive form filling, and start to have real conversations with new customers about their needs and aspirations. The additional insights gained can then be used for customer relevant cross-selling activities, during the all-important 90-day onboarding window that follows.
“The Doxim Customer Engagement Platform delivers a comprehensive set of digital solutions, designed to help our clients improve their members’ experience” said Chris Rasmussen, President & CEO at Doxim, in a statement. “Doxim’s new Account Opening is an essential part of that vision and has been designed to help our clients really improve the customer experience, from a time and convenience perspective.”
The company said Account Opening streamlines the account opening process into just a few simple steps, allowing accounts to be opened in under 10 minutes and the fully responsive design makes it an ideal solution for use in mobile and universal teller environments. It also offers full umbrella product support, allowing multiple accounts to be opened in a single session. Couple it with the latest version of Doxim Loan Origination, and applications for both banking products and loans can also be managed simultaneously.
According to Doxim, the new application also supports intelligent data reuse. With integrations into multiple banking systems, third party credit bureaus and Customer Relationship Management data, Doxim Account Opening asks the minimum number of relevant questions to open new accounts, saving time and further increasing member satisfaction.
Doxim Account Opening is now available for in-branch and mobile deployment. The customer self-serve capability will be delivered in late Q1 2017.