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
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
Efficiency
Accuracy
Accuracy
Engagement
Engagement
Compliance
Compliance
Want to find out more about Digital Onboarding?
Key Features & Benefits
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.
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.
FastDox will learn from clients engagement at which optimal time to contact them for increased open rates and maximum conversions.
An intuitive, easy-to-use interface ensures that new clients can navigate through the onboarding process without any hassle.
Every business is unique, and so should be its onboarding process. FastDox allows you to customise forms, documents, and workflows according to your needs.
The platform easily integrates with existing CRM systems through our open APIs and Webhooks ensuring a smooth flow of data across different departments.
Our real-time analytics provide valuable insights into the efficiency and effectiveness of the onboarding process, allowing for data-driven improvements.
In an era where efficiency and engagement are key to success, digital onboarding is no longer a luxury but a necessity to ensure you remain competitive. By adopting FastDox’s sophisticated digital onboarding module, your organisation can not only save time and resources but also significantly improve the onboarding experience for all parties involved.
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
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.
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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