The modern Financial Services environment thrives on efficiency and seamless functionality, operating in a digital ecosystem replete with various technologies—CRM software, Communication Platforms, Electronic Signing and ID Verification tools, KYC/KYB services, Open Banking and more. This poses two significant challenges: Onboarding new clients effectively into all these systems and managing multiple platforms for varied functionalities.
Transform Your Business With FastDox
How we help?
To remain competitive digital transformation and automation is a must, as a leading provider in this space, FastDox understands how instrumental technology can be in shaping the financial landscape.
At FastDox, we recognise these challenges and provide solutions that are not just innovative but also tailored to your specific needs. Our All-in-one platform is a global multilingual Client Management solution, offering complete automation and digitalisation throughout the entire client lifecycle within one cost-effective and succinct solution. This includes automating processes for marketing, initial enquiries, lead management, lead qualification, skill-based routing, reengagement, self-serve onboarding/off-boarding, unlimited data & document collection/distribution, automated annual reviews, integrated biometric ID verification and full AML, KYC and KYB checking services. FastDox also includes an eIDAS approved e-signature module, with inbuilt witness signing functionality, automated signer verification, dynamic merge capabilities, enabling clients to sign documents easily and securely via their personalised client portal and smart devices. With the introduction of our AI driven OCR readers & Automated reminders FastDox will take your Client Management and digital transformation to another level.
Key Features & Benefits
Self-Service Journeys Our automation allows financial service providers to offer self-service onboarding, enabling clients to complete, application forms, document collection, KYC, AML, ID Verification, Open Banking & Credit Checking all within one simple customer portal at a time convenient to them, freeing up human resources for more complex issues and enhancing the customer experience.
AI Based Automation The FastDox platform utilises AI across a multitude of it’s solutions, one key area being a clients reminder cycles, through AI and machine learning FastDox will identify when is the optimal time for message delivery to ensure the very highest open rates and conversions. Another key area is our powerful optical character recognition (OCR) which combines the latest deep learning breakthroughs in computer vision and natural language processing to enable real-time data extraction thanks to a continuously optimised inference pipeline.
Quick Decision-making Our enhanced data analytics and AI-driven tools provide actionable insights real-time, aiding in more informed and timely decision-making.
Integrated Open Banking By enabling open banking for clients, you can gain access to a wealthy of information, presenting within seconds, affordability report, income and expenditure categorisation and flagging potential vulnerabilities.
Open APIs & Webhooks We know that combining FastDox with your own systems can be beneficial for everyone. Our integration process has been designed to work with your existing tech stack, so you can continue working with minimal disruption, and carry out digital transformation and automation with ease.
Document & Data Collection Not only can the FastDox platform collect any form of documentation or data from your clients whilst simultaneously completing in-depth due diligence, and document signing. It can also distribute this data to clients via our customer portals, and communication platform or push this data to third parties via our extensive APIs and Webhooks.
Automated Compliance Checks Keeping up-to-date with ever-changing financial regulations is a monumental task. Our automation tools can help by ensuring compliance is maintained in real-time and never missed. Whether that be KYC/KYB, AML or ID Verification. All can be enabled and automated within the FastDox platform.
Automated Financial Reviews If regular contact with a client is required, then FastDox’s automated financial reviews can be configured with ease, scheduling regular check points with your client base, determining financial circumstances and dynamically building tailored journeys based on the information provided.
Automated Workflows We understand that financial firms onboarding often involves complex, multi-step tasks like loan approval, risk assessment, and compliance checks. Our automation and digital transformation can simplify this complexity into streamlined automated workflows.
Reduced Operational Costs The FastDox platforms, digital tools help in reducing the cost of many operations by eliminating manual processes, which in turn decreases the likelihood of human error.
Improved Security Advanced security protocols like encryption and multi-factor authentication can be more easily implemented and maintained within the FastDox platform.
Risk Assessment Our AI and machine learning tools can analyse more variables than humanly possible when assessing risk, ensuring a more comprehensive review.
24/7 Availability The customer portal and AI driven reminders ensures that financial services can be availed round-the-clock, thus elevating the convenience for customers across varying time zones.
Global Outreach The FastDox platform opens up new avenues for expanding your customer base, not just locally but globally.
FastDox all-in-one platform
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
See the links below for further information on any of these solutions.
Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.
“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.
The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.
We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”
“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!”
“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.”
“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.”
"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."
"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!"
"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."
"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!"
"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."
"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."
"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."
"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."
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.
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Full Audit Trails
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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.
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.
