Step into the modern world
with Digital Onboarding
In today’s fast-paced business environment, there’s no time for lengthy,
cumbersome onboarding processes.
We’re trusted by many companies
SERVICES
Digital Onboarding
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.
Efficiency
Say goodbye to lengthy manual processes. Our digital onboarding can reduce the time it takes to onboard a client by more than 50%.
This enables teams and management to focus on strategy and growth rather than paperwork and data entry.
Accuracy
With AI based automated systems, the chance for human error is significantly minimised.
Data is carefully stored and categorised in secure digital repositories, ensuring consistent and accurate information across the board.
Engagement
Digital onboarding is designed to be interactive and engaging.
Through custom-tailored onboarding apps or software, new hires or clients can engage with company culture and policies in a more meaningful way.
Compliance
Staying compliant is easier than ever.
With digital records and automated workflow systems, it becomes simple to audit and maintain records, ensuring that your organisation is always in line with regional and industry-specific regulations.
WHY CHOOSE FASTDOX?
Key Features & Benefits
FastDox provides comprehensive reporting tools that offers real-time insights into claims processing efficiency, client satisfaction, and team performance.
Customisable reports allow you to monitor key performance indicators, track claim statuses, and generate detailed analytics for strategic decision-making.
All-in-one onboarding
Combine the power of multiple systems into one streamlined and simple solution.
Your clients, can qualify themselves, complete biometric ID verification, anti money laundering checks, credit searches, upload evidence, schedule appointments and electronically sign documents, all within the same branded coherent platform.
What used to take days can now take minutes.
AI Driven Reminders
FastDox will learn from clients engagement at which optimal time to contact them for increased open rates and maximum conversions.
Customisation
Every business is unique, and so should be its onboarding process.
FastDox allows you to customise forms, documents, and workflows according to your needs.
Analytics
Our real-time analytics provide valuable insights into the efficiency and effectiveness of the onboarding process, allowing for data-driven improvements.
Decision Tree Logic
Based on a clients answers to questions FastDox will ensure they are taken down the most optimum and relevant journey, and only ask clients to return and complete what they need to.
User-friendly Interface
An intuitive, easy-to-use interface ensures that new clients can navigate through the onboarding process without any hassle.
Integration
The platform easily integrates with existing CRM systems through our open APIs and Webhooks, ensuring a smooth flow of data across different departments.
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 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.
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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