Empowering Businesses Through Digital Transformation & Automation
Discover frictionless onboarding & compliance with our all-in-one client management platform.
What We Do
Adopting a digital-first approach supported by automation is not just an option; it’s a strategic imperative. The FastDox platform was designed to meet the complex needs of businesses today with a suite of robust features, intuitive user interfaces, and advanced AI powered automation capabilities, we're here to streamline your client relationships and drive your business forward.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
Book a demonstration todayClient Management Platform
Our comprehensive client management platform was designed to meet the complex needs of businesses today with a suite of robust features, intuitive user interfaces, and advanced AI powered automation capabilities, we're here to streamline your client relationships and drive your business forward.
Find Out MoreClient Portal
Our mobile friendly client portal gives your clients immediate access to key information in a branded secure and easy to use portal. This includes but is not limited to, real time progress updates and alerts, access to self-service onboarding journeys with AI driven reminder cycles, appointment management and alerts, supporting documents and electronic signing. To help reduce inbound calls there is also an optional chat facility to engage with clients as efficiently as possible without draining resource.
Find Out MoreReferral Portal
Receiving leads via referrals from other companies is always beneficial but managing those leads, updating those businesses on progress and ensuring what is received is of the highest quality can be difficult and time consuming. The Referral portal has been designed specifically to handle this, by creating an easy-to-use system for third party referral partners to securely transfer data, offer real time dynamic reporting on status updates, add a layer of protection from poor or incorrect data being transferred and reporting on the cost per conversion and best performing partners.
Find Out MoreLead Management & Skill Based Routing
As the landscape of business operations becomes more complex, the benefits of implementing robust lead management and skill-based routing systems are increasingly clear. They not only improve efficiency and effectiveness but also provide a competitive edge in a crowded marketplace. At FastDox, we provide cutting-edge lead management solutions that are designed to integrate seamlessly into your existing infrastructure, offering you the best of both worlds. Through our time based workflows and triggers, skill based routing and automated re-engagement we will ensure leads are assigned to the right person at the right time, whilst improving your conversions and client retention from start to finish.
Find Out MoreDigital Onboarding & Client Engagement
In today’s fast-paced business environment, there’s no time for lengthy, cumbersome onboarding processes. Traditional onboarding methods often involve a mountain of paperwork, manual data entry, and hours of administrative work. These antiquated practices are not only time-consuming but also prone to errors. Enter FastDox digital onboarding—a revolutionary approach that harnesses the power of technology to streamline the integration of new clients into your organisation.
Find Out MoreDigital Transformation
At FastDox we don’t just offer tools; we provide a comprehensive ecosystem for your digital transformation journey. We have assisted businesses across sectors globally, from healthcare and finance to manufacturing and e-commerce. As you navigate the complexities of modernising your operations, remember: you're not just adapting to new technologies; you're evolving your entire business model for the future.
Find Out MoreWorkflow Automation
Our all-in-one suite of solutions is designed to facilitate this transformation seamlessly. With a customer base that spans the globe and offices in the UK and Canada, we are committed to helping companies redefine what is possible. Whether you want to trigger different self-serve onboarding journeys at different times of the day, automate re-engagement with clients, trigger reminders, schedule appointments, complete KYC or automate annual reviews. All can be done with ease within the FastDox campaign and workflow management tools. The future of business lies in automation and intelligent systems. Workflow automation and triggers are not just a technological upgrade; they are an operational necessity. By adopting these systems, you are taking a significant step toward a more efficient, effective, and competitive business model.
Find Out MoreAI OCR & Automation
Incorporating FastDox’s AI OCR Reading and Automated Reminders into your business operations means stepping into a world of unmatched efficiency, accuracy, and cost-effectiveness. As part of our document collection modules, the addition of the AI driven OCR reading will extract key information as accurately as possible, whether this is proof of income, proof of address, ID verification or bank statements. The data can be extrapolated and attributed to a clients file through automated processes. Our AI powered reminder cycles, through machine learning will identify when the most optimal time is to contact your clients, for maximum engagement and conversions. Whether you are sending a reminder message to complete a self-serve onboarding journey, or a reminder about a forthcoming appointment, rest assured these messages will be delivered at the best possible time for the highest possible open rates.
Find Out MoreNext Generation E-Sign
Adopting our electronic signing is a strategic move that can revolutionise how your company operates. From speeding up transactions to ensuring the highest level of security, the benefits are manifold and impactful. At FastDox we can attest to how much our clients have gained from making this shift. Through the power of our onboarding journeys, clients can complete complex data forms, and information at multiple stages of their signup process, all of which can easily be dynamically merged into a document for signing either within the same journey or at a later stage. Our comprehensive auditing, witness module and document distribution ensure all your compliance-based needs are more than covered when adopting digital signing technologies.
Find Out MoreOpen Banking
At FastDox our integrated open banking solution gives clients the ability to easily provide financial data with the click of a button. Gone are the days of having to request bank statements and review line by line. With the power of Open Banking FastDox can present, affordability reports, construct categorised income and expenditure trends, and highlight vulnerabilities in a matter of minutes!
Find Out MoreAML, KYC & KYB
At FastDox we go beyond the norm when it comes to Know Your Customer (KYC) & Know Your Business (KYB) checks. The addition of automation and data analysis allows us to make informed automated decisions based on Anti Money Laundering (AML) results. Such decisions might result in a more in-depth due diligence process directing clients to a full biometric ID verification workflow or may result in non-qualification. All can be programmed with ease within the FastDox platform to ensure rapid result delivery without compromising on data accuracy.
Find Out MoreConflict Of Interest Checks
As a leader in digital transformation and automated software solutions, FastDox offers a robust platform that allows for seamless integration with DVLA and Companies House. Our solution is designed to be intuitive, secure, and easily scalable, meeting the needs of businesses large and small.
By leveraging DVLA and Companies House integration into your operations, you can achieve higher efficiency, improved compliance, and a decisive competitive advantage. Trust FastDox to provide the technological solutions that propel your business into the future.
Find Out MoreID Verification
Our Biometric ID verification offers an unparalleled blend of enhanced security and user convenience. It reduces operational costs and enjoys high user acceptance, making it an ideal choice for modern businesses striving to maintain robust and secure systems. At FastDox, we are committed to incorporating these advanced technologies into our automated onboarding journeys to help our clients across the globe achieve higher levels of security and efficiency.
Find Out MoreAppointment Scheduling with Teams/Zoom Integration
The combination of Microsoft Teams and Zoom with our dedicated appointment scheduling system offers a powerhouse of features designed to maximise productivity, improve client interaction, and enhance internal communication. Whether you want to book appointments for your clients or allow them to schedule their own appointments FastDox does this with ease. Ensuring appointments are scheduled and assigned to the right people at the right time. Our dynamic AI reminders will eradicate No Shows, and with Microsoft Outlook integration appointment management couldn’t be easier with the FastDox platform.
Find Out MoreSectors We Serve
At FastDox We provide scalable and efficient ways for companies around the world to transform their operations and carve a niche for themselves in the global market. Our extensive experience in digital transformation places us in a unique position to understand the nuanced requirements of businesses, making us an invaluable partner in your digital transformation journey.
Book a demonstration todayWe Get Things Done
Waiting for documents to be returned puts a huge strain on your productivity. With FastDox
82% of SMS received are actioned and completed within 20 minutes.
FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.
GDPR Compliant
E2E Encryption
Bespoke Solution
API Integrations
Full Audit Trails
Reporting Suite
Fast & Secure
User Friendly