FastDox

FastDox

FastDox is an innovative customer onboarding software that streamlines client integration through a digital-first approach. Its state-of-the-art AI automation reduces onboarding time by over 50%, while a mobile-friendly client portal ensures secure access to real-time updates and self-service options. This all-in-one platform enhances efficiency, improves compliance, and drives conversion rates, empowering businesses to focus on growth rather than administrative tasks.

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Top FastDox Features

  • Client portal access
  • Workflow automation triggers
  • AI-driven reminder cycles
  • Biometric ID verification
  • Digital signing capabilities
  • Open banking integration
  • Real-time progress updates
  • Customizable onboarding journeys
  • Mobile-friendly interface
  • Referral management system
  • Seamless CRM integration
  • Dynamic appointment scheduling
  • Automated document collection
  • Comprehensive reporting suite
  • GDPR compliance measures
  • User-friendly interface design
  • Multi-channel support options
  • Skill-based lead routing
  • Unlimited document uploads
  • E2E encryption security.