Financial Services CRM
Accelerate growth, reduce risk, and deliver world-class client experiences with intelligent automation.
We’re trusted by many companies
Powering transformation across modern financial operations
Banks, lenders, wealth managers, and fintechs are under constant pressure to onboard faster, stay compliant, and create seamless digital journeys that still meet strict regulatory standards.
FastDox provides an end-to-end intelligent automation platform designed specifically for financial services.
Our technology unifies onboarding, verification, document processing, e-signing, compliance checks, lead management, scheduling, and reporting — all inside one continuous, branded journey.
From AI document verification to Open Banking integrations and PKI-compliant digital signing, FastDox gives your clients a frictionless experience and your teams the speed, accuracy, and assurance they need.
SERVICES
Why choose our CRM for Financial Services?
Speed
Instant, AI-powered processes replacing manual lag.
Compliance
PKI signing, AML/KYC/KYB, and full audit logs.
Efficiency
Automated document handling and routing.
Engagement
Integrated AI Agents, re-engagement, and scheduling.
Scalability
Global time-zone coverage and multi-language readiness.
Trust
Secure, branded experiences from first contact to approval.
Start your transformation
Empower your financial operations with automation, intelligence, and seamless customer experiences.
FastDox combines AI, compliance automation, and embedded workflows to help you deliver faster decisions, safer onboarding, and better client outcomes — globally, in real time.
Key features and benefits for financial services
Digital Onboarding & AI Agents
Fully guided self-service onboarding, available 24/7, supported by AI-powered customer assistants.
ID Verification & AML Compliance
Instantly verify clients with document, biometric, and sanctions checks.
AI OCR & Automation
Extract, classify, and analyse documents such as statements, contracts, or payslips in seconds.
Open Banking Integration
Securely connect client bank feeds to verify income, affordability, and financial stability.
Lead Management & Skill-Based Routing
Route cases dynamically to the right team based on product type, geography, or workload.
Next-Generation E-Sign (PKI)
Legally binding, PKI-secured signatures directly in your workflows.
AI Re-Engagement
Automatically follow up with stalled applicants to reduce drop-off rates.
Appointment Scheduling (Teams / Zoom)
Enable clients to book calls or reviews directly within your digital journey.
Reporting & Dashboards
Real-time insights into conversion, risk, and performance metrics.
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.
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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