Provide a great first impression.
Successful customer onboarding begins with creating an omni-channel experience that is seamless, personable and exceeds the expectations of your customers. With Doxim Client Onboarding, you can digitize and automate your onboarding process, so data entry is minimized, NIGO rates are reduced to nearly zero, and advisors can focus on getting to know the customer and learning what additional products and services might best suit their needs.