Customer onboarding
made easy

Accelerate and simplify your customer onboarding journey with FastDox.
Providing everything you need to onboard your customers with ease.

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How FastDox works

FastDox is your all-in-one customer onboarding platform that allows you to manage every area of the onboarding process in one place. Automate your tedious onboarding tasks, improve return rates, maximise your leads and improve the customer experience.

  • Automate your tasks
    Stop manually collecting customer information which drains hours of productivity from your day. Automate your tasks and let FastDox onboard your customers whilst you get on with the work that matters./p>

  • Empower your customers
    FastDox provides your customers with a self-service portal which they can access 24/7. They can upload and sign documents, verify their identity and schedule appointments with you all from one place.

  • Maximise your leads
    FastDox doesn’t just onboard your existing clients, it also engages with new leads to ensure you’ve always got a steady sales pipeline. Attract, engage and convert new customers easily.

Contact

Features

Document collection
Allow your customers to send their important documents at any time, from anywhere all from their smartphone camera.

Electronic signing
Give your customers the freedom to sign crucial documents wherever they are with our pioneering E-signature tool.

Appointment scheduler
Let customers easily see your team’s availability and empower them to book a time which suits them best.

Open banking
Gain full access to your customer’s transaction history, quickly view proof of funds and categorise expenditure.

Credit searches
Carry out credit checks with our fully compliant credit search functionality.

ID verification and
anti-money laundering checks

Complete customer ID checks at the touch of a button.

Introducer portal
Manage your referrals in one place and make it easy for everyone to see their status.

Lead management
Allow FastDox to take control of your marketing and drive your leads to those who’ve got the time to close the deals.

Bespoke customer journeys
Set up your own customer journeys, triggering events to ensure they convert into paying customers.

Campaigns
Segment your audience and create automated, hyper-personalised campaigns to build better customer relationships.

Accelerate Business Growth

FastDox's cutting edge technology allows you and your team to handle admin at record speed.
Deliver an unbeatable customer experience. Ramp up productivity and increase revenue.

customer retention
Happy Customers

Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service.

increase productivity
Maximise Revenue

Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%.

Increase revenue
reduce costs
Reduced Costs

Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

Increase revenue

Unrivalled Technology

FastDox technology takes complex processes and turns them into simplified tasks making your job a whole lot easier. Dive into the features below which make us a cut above the rest.

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Optimised Chase Cycles

Our system intuitively selects the best time to contact customers.

FastDox knows when your clients are most likely to respond to messages and sends reminders out accordingly.

  • Speed up response times.

  • Return rate of up to 92%.

  • Dramatically improved engagement levels.

Optimise Now
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Maximise your Leads

Our Lead Maximiser uses AI & Intuitive technology to increase response rates.

Use intuitive contact technology to boost your lead conversion.

  • Increase your lead contact rate.

  • Will continuously interact with your prospects in the background.

  • Maximise your marketing spend.

Maximise Leads

What else can you do with FastDox?

ID & AML Verification

"Pay As You Go” platform for businesses to complete their KYC, ID Validation and AML requirements.

Next Generation E-Signature

FastDox has developed a cutting edge, dynamic, secure, next-generation E-signature and witness signing platform.

Appointment & Calendar Scheduling

Automate emails, texts and call reminders to ensure you never miss a customer again.

Open Banking

“Pay As You Go” platform enabling businesses to present a high-level overview of customer’s income and expenditure.

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mobile next gen e-signature
Calendar scheduler
Open banking

Trusted By Many

Join our ever growing and extensive list of clients across the globe. They made the decision to work smarter not harder and transform their business operations.

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“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”

Keil Malpass, Project Manager
AMK Legal
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“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”

Mark Carroll, Operations Director
Goodwin Barrett
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“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”

Hanover Insolvency
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"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."

Your Mortgage Decisions
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"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"

Total Processing
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"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."

Harris & Partners
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"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"

Bennett Jones
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"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."

A. Fisher & Associates
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"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."

Vanguard
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"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."

Car Loans Canada
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"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."

Her Accountants
Maximise Your Payment Rates By 90%

Maximise Your Payment Rates By 90%

Automate your credit control and boost payment retention so you never have to worry about a missed or late payment.

We want to make business easy for you and your customers, you can send payment reminder schedules and view detailed payment analytics.

  • PCI Compliant.

  • Customer Self Service.

  • Detailed payment analytics and MI.

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Enterprise-Grade Security

Enterprise-Grade Security

Security and customer confidentiality are paramount to us, you can rest easy knowing that your data is in safe hands.

FastDox is fully GDPR compliant, we are data controllers, sending, receiving, and processing your customer information. We adopt international and industry standards to ensure best practice is always adhered to.

Stay Compliant

Your Questions Answered

Your questions are important to us. Read our list of frequently asked questions to get the answers you’re looking for.

If you still need more information please give us a call on 0161 820 9310

We provide a full consultancy service via our Customer Success Team.

We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.

All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.

We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.

Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.

We will conduct training on-site or remotely – it’s entirely your choice.

Once the initial training is completed, you will have access to your bespoke explainer and training videos.

These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.

FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.

Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.

You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.

They will be in regular contact and will keep you posted with further releases and new modules.

Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!

Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday

We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.

Contact Us