The solution will provide commercial customers of banks and credit unions with a seamless and convenient omnichannel account opening experience like that available to retail customers.
TORONTO, December 8, 2021 / PRNewswire-PRWeb / – Doxim, the leading provider of customer communications management (CCM) and engagement technologies serving the financial and regulated markets, today announced the upcoming release of its account opening solution self-service business.
Doxim first introduced a digital self-service solution for loan origination and account opening in 2020. Initially, the product included support for current accounts and onboarding new customers. More recently, the company introduced loan, line of credit and mortgage pre-approval features.
These solutions were launched in partnership with Mobetize, and the partnership will be extended with the addition of the opening of a self-service business account. Mobetize will leverage Doxim’s APIs to enable direct integration with Doxim’s user-assisted account, lending and business origination solutions, delivering a seamless omnichannel experience.
In February 2022, Doxim will add support for corporate accounts, providing a full suite of fully integrated digital origination solutions, with data shared across the platform. The solution will include full integration with the customer’s banking system. It will also offer advanced KYC, personal and business identity verification, as well as funding, document sharing and digital signature support.
“Doxim’s mission is to make digital and frictionless banking a reality. Doxim embarked on this journey by helping credit unions and banks transform their banking experience with its retail self-service solution, ”said Sean Kennelly, Vice President, Product Management, Payments and CEM. . “Now, we’re gearing up to deliver the same seamless and convenient account opening experience to business customers. Over 2 million new businesses started in Canada Since 2020, providing a frictionless digital account integration process has therefore been a key factor for our credit union and bank clients. Our new solution will deliver a seamless omnichannel experience for new businesses, existing sole proprietors, corporations, and meet a variety of other business needs. “
“We are excited to partner with Doxim to simplify self-service origination of corporate banking products, broadening our vision for digital banking. The new self-service business account opening solution offers credit union and bank customers the ability to consume products with an Amazon-style shopping experience through its single-market design, ”a said Mobetize CEO Ajay Hans.
“It also offers many other benefits, ranging from AI-based compliance risk management to support for multiple business products, ease of document management, real-time funding capabilities, recommendations from Configurable products and instant views of personal and commercial banking services, enabling true dynamic data-driven integration. . “
Credit unions and banks seeking the competitive advantage provided by opening a Doxim self-service business account are encouraged to contact the company for a demo of the upcoming version.
Doxim is the leader in customer communications and engagement management technologies serving the financial and regulated markets, providing omnichannel document and payment solutions that transform experiences to strengthen engagement across the lifecycle. The Doxim platform helps customers communicate reliably and efficiently, improve cross-sell and up-sell opportunities, and increase loyalty and wallet share through personalized communications and easy-to-use payment processes. . The platform addresses key challenges of digitalization, operational efficiency and customer experience with our suite of integrated, out-of-the-box SaaS software and technology solutions. Learn more at http://www.doxim.com
Mobetize’s mission is to unlock banking services by empowering consumers to do their banking how they want, when they want for the products they need. We collaborate and empower financial institutions to transform the way financial services are delivered and consumed. Our banking marketplace solutions focus on digital first principles that enable partners and customers to provide anytime, anywhere access to all types of financial services, including cross-border payments on issue. applications and loans.
Susan henry, Doxim, 905.475.9876, [email protected]