Doxim unveils new Account Opening application on its Customer Experience Platform

Redefines the in-branch and self-serve account opening experience for new and existing customers

TORONTO, ON (December 8, 2016) — Doxim (, a leading provider of customer engagement software for financial service organizations, announces the launch of a new Account Opening application for banks and credit unions. This new application is fully integrated into the Doxim Customer Engagement Platform.

Cloud-based and mobile friendly, Doxim Account Opening helps banks and credit unions redefine their customer experience during the account opening process. Accounts can be opened in just a few minutes, at the customer’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 customers and staff alike.

“Customers value simplicity when it comes to originating new banking products”, said Nicole Sturgill, Principle Executive Advisor at CEB TowerGroup. “Reducing the time and steps needed to open accounts, whether in branch or on line, decreases the chance that a customer will get stuck or abandon the process, resulting in more completed applications and more happy customers.”

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 customers’ experience” said Chris Rasmussen, President & CEO at Doxim. “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.”

Doxim 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.

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 customer 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.

Banks and credit unions that wish to optimize their account opening processes and start experiencing the benefits of cloud based digital account opening are invited to book a free personal demo.

About Doxim

Doxim is a leading provider of SaaS-based customer engagement software for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. Find out more at


Sean O’Donovan,
Chief Marketing Officer

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