Accelerate and simplify your customer onboarding journey with FastDox. Providing everything you need to onboard your customers with ease.
How FastDox works
FastDox is your all-in-one customer onboarding platform that allows you to manage every area of the onboarding process in one place. Automate your tedious onboarding tasks, improve return rates, maximise your leads and improve the customer experience.
Automate your tasks
Stop manually collecting customer information which drains hours of productivity from your day. Automate your tasks and let FastDox onboard your customers whilst you get on with the work that matters.
Empower your customers
FastDox provides your customers with a self-service portal which they can access 24/7. They can upload and sign documents, verify their identity and schedule appointments with you all from one place.
Maximise your leads
FastDox doesn’t just onboard your existing clients, it also engages with new leads to ensure you’ve always got a steady sales pipeline. Attract, engage and convert new customers easily.
Document collection
Allow your customers to send their important documents at any time, from anywhere all from their smartphone camera.
Electronic signing
Give your customers the freedom to sign crucial documents wherever they are with our pioneering E-signature tool.
Appointment scheduler
Let customers easily see your team’s availability and empower them to book a time which suits them best.
Open banking
Gain full access to your customer’s transaction history, quickly view proof of funds and categorise expenditure.
Credit searches
Carry out credit checks with our fully compliant credit search functionality.
ID verification and anti-money laundering checks
Complete customer ID checks at the touch of a button.
Introducer portal
Manage your referrals in one place and make it easy for everyone to see their status.
Lead management
Allow FastDox to take control of your marketing and drive your leads to those who’ve got the time to close the deals.
Bespoke customer journeys
Set up your own customer journeys, triggering events to ensure they convert into paying customers.
Campaigns
Segment your audience and create automated, hyper-personalised campaigns to build better customer relationships.
Accelerate Business Growth
FastDox's cutting edge technology allows you and your team to handle admin at record speed. Deliver an unbeatable customer experience. Ramp up productivity and increase revenue.
Happy Customers
Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service.
Maximise Revenue
Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%.
Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.
FastDox technology takes complex processes and turns them into simplified tasks making your job a whole lot easier. Dive into the features below which make us a cut above the rest.
Optimised Chase Cycles
Our system intuitively selects the best time to contact customers.
FastDox knows when your clients are most likely to respond to messages and sends reminders out accordingly.
"Pay As You Go” platform for businesses to complete their KYC, ID Validation and AML requirements.
Next Generation E-Signature
FastDox has developed a cutting edge, dynamic, secure, next-generation E-signature and witness signing platform.
Appointment & Calendar Scheduling
Automate emails, texts and call reminders to ensure you never miss a customer again.
Open Banking
“Pay As You Go” platform enabling businesses to present a high-level overview of customer’s income and expenditure.
Trusted By Many
Join our ever growing and extensive list of clients across the globe. They made the decision to work smarter not harder and transform their business operations.
“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.
The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.
We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”
“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”
“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”
“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”
"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."
"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"
"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."
"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"
"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."
"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."
"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."
"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."
Maximise Your Payment Rates By 90%
Automate your credit control and boost payment retention so you never have to worry about a missed or late payment.
We want to make business easy for you and your customers, you can send payment reminder schedules and view detailed payment analytics.
Security and customer confidentiality are paramount to us, you can rest easy knowing that your data is in safe hands.
FastDox is fully GDPR compliant, we are data controllers, sending, receiving, and processing your customer information. We adopt international and industry standards to ensure best practice is always adhered to.
We provide a full consultancy service via our Customer Success Team.
We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.
All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
