Digital Onboarding & Client Engagement
Transform the way you welcome, verify, and engage clients — entirely digital, intelligent, and scalable.
We’re trusted by many companies
SERVICES
Why Digital Onboarding Matters
Traditional onboarding is slow, manual, fragmented and often frustrating for both your team and your clients.
Documents get lost, verification lags, clients drop off, and compliance becomes a burden.
FastDox’s Digital Onboarding & Client Engagement service solves this — enabling you to onboard new clients swiftly, verify identities and documents automatically, and maintain meaningful engagement throughout the journey — all within a unified, AI-powered system.
Speed & Conversion
Less delay, fewer drop-offs = more completed onboardings.
Security & Trust
AI + third-party data checks reduce fraud and support regulatory posture.
Operational Efficiency
Less manual work, fewer handoffs, more consistent outcomes.
Scalable & Flexible
Modular flows adapt to different client types, risk levels, or geographies.
Continuous Engagement
Clients never feel lost; they know what’s next and feel supported.
WHY CHOOSE FASTDOX?
Core Capabilities of digital transformation
Reduce friction, cut drop-offs, accelerate conversion, and delight clients with seamless experience.
AI Document Verification & ID Checks
Clients upload ID, passports, proof of address, etc. AI validates authenticity, compares facial biometrics, flags issues.
AI OCR & Automation Driven Reminders
Extract fields from uploaded documents, auto-classify them, and prefill your systems, reducing manual entry.
Next-Generation E-Sign
After data capture and validation, clients can sign digitally in a secure, audit-ready workflow.
Workflow Automation & Routing
Logic-based flows trigger next steps (e.g. further verification, approval, tasks) automatically.
Lead Management & Skill-Based Routing
Incoming prospects are assigned to the right team depending on complexity, geography or product.
Appointment Scheduling & Engagement
If human review is needed, the system offers integrated scheduling; AI agents or reminders keep clients engaged.
Risk, Compliance & Checks
Run AML / KYC / KYB, conflict checks, sanction lists, etc., as part of the flow, without external fragmentation.
Integrated Verification (DVLA, Companies House, Open Banking)
Cross-check client data with trusted sources to instantly verify companies, vehicles, financials, etc.
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.
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
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a demo
See your ideal onboarding flow in action.
2
Tailor and implement
We map out the modules, integrate data sources, set up your logic.
3
Go live & iterate
Llaunch, monitor metrics, refine flows, scale.
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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