Smarter onboarding for Canadian financial services.
FastDox helps lenders, fintechs, insurers and regulated finance teams digitize onboarding, verification and client communication without adding another disconnected system.
- Government IDVerified
- Face matchPassed
- PEP and sanctions screeningNo matches
- Credit bureau checkCompleted
- Source of fundsReview needed
What FastDox brings to financial services.
Digital onboarding
Guide customers through information, evidence, declarations and next steps.
Compliance and verification
Embed ID, KYC and AML checks into controlled workflows.
AI automation
Reduce repetitive document handling, follow-up and review preparation.
Case and client management
Keep structured records and activity history beyond onboarding.
Banking connectivity
Bring in client-permissioned financial data through supported providers.
Integrations
Connect FastDox to established financial and operational systems.
Keep the client experience simple while the workflow does the hard work.
Forms, documents, checks, AI assistance and integrations work together, so operational complexity never lands on your customer.
- Configurable by service, team and case type
- Role-based access and human review points
- One client record from start to finish
- Audit and activity history
- API and webhook connectivity
FastDox capabilities
Switch on what your journeys need.
- Onboarding portal
- Form Builder Pro
- AI chat
- AI verification
- Case management
- Client management
- Fast Sign
- Appointments
- Campaigns
- Documents
- Integrations
See how FastDox fits your sector.
We'll tailor the demo to your existing process rather than a generic workflow.