Financial Services: All the information
you need in one application
At FastDox, we provide cutting-edge solutions that are designed to integrate seamlessly
into your existing infrastructure, offering you the best of both worlds.
We’re trusted by many companies
Financial Services Software Solutions
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.
FastDox can transform your business today, so why wait – contact us today to get started!
Financial Services CRM Software
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.
SERVICES
Why choose our CRM for Financial Services?
Easy Document Management
Our cloud based solution does away with endless piles of paperwork.
It enhances overall efficiency and productivity and gives you the convenience of a fully online experience.
All data is protected and easy to access and modify wherever you are.
Loan Origination
Brokers can easily review and approve loan applications from borrowers with our recognized loan origination system.
Every part of the mortgage process throughout, from applying to closing, is seamlessly managed with our mortgage CRM.
Mortgage Automator
Our end-to-end solution provides an ideal solution for residential lenders and commercial clients.
Payments and document management are all handled from one easy-to-access platform.
Effortless Reporting
Our cloud based system makes reporting and reviewing analytics easy.
With one single login, brokers and lenders can track performance and client satisfaction, improving the overall experience of the full mortgage experience.
Key features and benefits for financial services
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.
Quick Decision-making
Our enhanced data analytics and AI-driven tools provide actionable insights real-time, aiding in more informed and timely decision-making.
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 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.
Improved Security
Advanced security protocols like encryption and multi-factor authentication can be more easily implemented and maintained within the FastDox platform.
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 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.
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.
Risk Assessment
Our AI and machine learning tools can analyse more variables than humanly possible when assessing risk, ensuring a more comprehensive review.
Automating credit origination from one platform
FastDox ensures that mortgage and loan agents enjoy a fully integrated experience where they can manage anything from loan origination to automated marketing in one place.
Our online sources allow you to easily check balances and bank
accounts, dial leads, and manage the document exchange process.
Sectors We Serve
FastDox.
An 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.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Digital Onboarding. Try it for yourself.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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