Digital Transformation
Make transformation practical, fast, and measurable — with one AI-powered platform
We’re trusted by many companies
Digital Transformation
Why digital transformation with FastDox
Digital transformation isn’t just about new tools; it’s about reshaping how your organisation works end-to-end.
FastDox unifies onboarding, compliance, workflow automation, and client engagement into a single, intelligent platform.
With AI at the core, you replace manual steps with automated decisions, reduce risk, and give clients a seamless digital experience.
What you get is a practical path from today’s processes to tomorrow’s operating model — without ripping out what already works.
Digital onboarding and client engagement
Launch self-service journeys that guide clients through data capture, verification, e-sign, and activation — supported by AI Agents that answer questions, send reminders, and reduce drop-off.
AI-powered verification and compliance
Run AI Document Verification and ID checks; trigger AML, KYC/KYB, and conflict of interest screening automatically. Cross-check with DVLA and Companies House, and enrich decisions using Open Banking.
Workflow automation and decisioning
Design logic that routes cases by risk, product, geography, or SLA. Auto-assign tasks via skill-based routing. Escalate exceptions and keep every action auditable.
Data extraction without manual effort
Use AI OCR to read, classify, and extract fields from any document. Populate systems instantly and eliminate re-keying errors.
Next-generation e-sign
Collect compliant signatures inside the same flow. Every document is timestamped and stored with a complete audit trail.
Continuous optimisation
Dashboards show throughput, drop-offs, and SLA performance. A/B test steps, refine rules, and measure impact in real time.
Why digital transformation with FastDox
Digital transformation isn’t just about new tools; it’s about reshaping how your organisation works end-to-end.
FastDox unifies onboarding, compliance, workflow automation, and client engagement into a single, intelligent platform.
With AI at the core, you replace manual steps with automated decisions, reduce risk, and give clients a seamless digital experience.
What you get is a practical path from today’s processes to tomorrow’s operating model — without ripping out what already works.
AI Document Verification
Instantly validate identity and proof documents, detect tampering, and reduce fraud.
AI OCR & Automation
Extract, classify, and index data from uploads, emails, and forms; push clean data into your systems.
AI Agents
Always-on assistants that guide clients, answer FAQs, nudge completion, and surface issues to teams.
Open Banking
Securely retrieve financial data for affordability, income, and risk checks to accelerate decisioning.
AML / KYC / KYB and conflict checks
Automated screening with exceptions routed to reviewers, all fully auditable.
ID verification
Combine document, biometric, and database checks for higher assurance.
Appointment scheduling
Offer in-flow bookings when human review or advice is required.
Workflow automation
Model end-to-end processes with rules, SLAs, escalations, and skill-based routing.
Next-generation e-sign
Compliant, embedded signing with evidence summaries and retention policies.
Integrations and APIs
Connect DVLA, Companies House, CRMs, case systems, data providers, and your own services.
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.
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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