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Doxim Announces the General Availability of Self-Serve Portlets for Account Opening


Markham, Ontario, Canada, May 1, 2017 -- Doxim, a provider of customer engagement software for the financial services industry, announced the general availability of its self-service capabilities for Doxim Account Opening. As part of this rollout, Doxim Account Opening will also offer enhanced information capture functionality for FINTRAC and other regulatory compliance.

Banks and credit unions that leverage Doxim’s integrated Customer Engagement Platform can now enable customers to open accounts and apply for loans remotely, by integrating Doxim’s self-serve portlets into their website or mobile banking platform. The portlets are fully responsive with smartphone and tablet support to facilitate applications on the go. Customers can simply log on to their financial institution’s website or mobile / online banking tool, and apply for an account, a loan, or both, through an intuitive, questionnaire-based interface. Customer identification can also be captured on the fly by using the camera on the user’s mobile device.

"Today, 60 percent of customers indicate that they use online banking at least weekly, and mobile banking usage continues to grow as well," said Chris Rasmussen, President and CEO of Doxim. "We’ve added self-serve capabilities to Doxim’s Customer Engagement Platform to help banks and credit unions capture their share of the online market and accelerate the adoption of their mobile banking services by their existing customers. Customer-convenient online and mobile account opening is likely to be especially appealing to younger prospects and to financial institutions who want to attract them."


Posted by Veronica Silva Cusi, news correspondent
Source: Doxim

Date Posted: Wednesday, May 3, 2017

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