Interactive Acquisition, Onboarding & KYC with Doxee Platform®
With Doxee’s Interactive Microsites and Videos, turn complex acquisition, onboarding, and KYC journeys into personalised, interactive experiences. Each step adapts to the individual customer, guiding them to understand, complete, and self-serve — while an optional integrated digital signature adds legal value to every exchange, directly within the communication itself.
Turn Acquisition, Onboarding, and KYC Journeys into AI-Powered Conversations
Doxee’s Interactive Acquisition, Onboarding, and KYC replaces static forms and PDFs with responsive, personalised digital onboarding experiences built for each individual prospect and customer. Instead of a flat page, every step becomes a guided journey — with dynamic content, embedded video, charts, and clear next actions that answer questions in context. Generative AI helps compose and personalise each communication, while predictive AI — anomaly detection, engagement scoring, and churn prediction — turns interaction data into targeted follow-ups. Integrated digital signature adds legal value to each step, so customers complete, verify, and self-serve on any device. Built on Doxee’s API-first platform, human-in-the-loop, delivered omnichannel, and processed entirely within the EU.
Up to 2x
Conversion
Guided, in-context journeys with clear next actions reduce drop-off across sign-up and verification, converting up to 2x more prospects than static forms.
Up to 40%
Faster Setup
Automated data capture, e-signature and identity checks compress the path from sign-up to live service, cutting time-to-activation by up to 40%.
Up to 90%
Completion
Step-by-step guided journeys keep customers moving through every stage, lifting end-to-end onboarding completion to up to 90%.
Up to 35%
Less Drop-Off
Clear next actions and in-context help reduce abandonment across sign-up, verification and signing by up to 35%.
Up to 95%
Accurate Data
In-flow validation and guided capture collect complete, accurate customer data, with first-time-right rates of up to 95%.
Up to 25%
Fewer Calls
Clear, self-service onboarding delivered in context deflects routine queries, cutting inbound call volume by up to 25%.
From Sign-Up to Active Customer
How Doxee Platform® turns digital onboarding and KYC into a guided, compliant, interactive journey.
Any Data, One Platform
Ingest CRM, billing and legacy data to generate documents and experiences together.
Personalised at Scale
Every welcome pack, proposal and consent tailored to the individual.
Interactive, Not Static
Microsites and personalised video guide each step in context.
Assisted or Automated
Mass-automated and one-to-one, CRM-assisted journeys alike.
Optional E-Signature
Add electronic signature to any document inside the flow.
Identity & KYC Ready
Signer identification and consent capture aligned to eIDAS — KYC onboarding built into the journey.
Certified Archiving
Signed packages preserved with legal-grade integrity.
EU-Sovereign & Governed
API-first, human-in-the-loop and fully EU data-sovereign.
One Engine, Every Format
Compose documents, microsites and interactive video from a single platform.
PDF Composition
Design fillable, print-ready contract and proposal PDFs.
Template Migration
Reuse legacy templates; print and digital together.
Interactive Microsites
Personalised landing experiences that drive adoption.
Personalised Video
One-to-one video that walks customers through their contract.
Guided Data Capture
Collect and validate data and documents in the experience.
Dynamic Content
Charts, tables and logic that respond to each customer.
Brand-Consistent
Templates, colours and messaging aligned to your brand.
Mobile-First
Optimised for smartphones from the first tap.
The Right Message at Each Step
From welcome pack and digital onboarding to contract proposals, orchestrated across the acquisition journey.
Welcome Pack
Warm, branded welcome for newly signed customers.
Digital Onboarding
Guided activation for recently signed contracts.
Commercial Opt-In
Capture marketing consent with a clear audit trail.
Contract Proposals
Proposals to activate new services, ready to sign.
Cross- & Up-Sell
Contextual offers embedded in the experience.
Service Activation
Confirmations and next steps that cut inbound calls.
Consent & Disclosures
The right disclosures for the relationship at hand.
Reminders & Nudges
Timely follow-ups that keep journeys moving.
Mass-Automated or One-to-One
Run high-volume automated batches and operator-assisted journeys on one platform.
Automated Batches
Generate and deliver millions of communications hands-free.
One-to-One Assisted
CRM operators guide customers through the flow live.
CRM & ERP Integration
Trigger journeys and sync status from your systems.
Real-Time Triggers
Events fire the next communication automatically.
Operator Workspace
Agents launch, monitor and complete sessions per customer.
Multichannel Reach
Email, web, mobile and PURL links from one source.
Status Feedback
Per-customer process state flows back to CRM/ERP.
Elastic Scale
Stateless services scale to seasonal onboarding peaks.
Sign Anything, Never Stall
Doxee Platform® orchestrates multiple signature engines with seamless fallback.
Optional & In-Flow
Add signature to any document without leaving the journey.
Multi-Provider
One workflow orchestrating several signature engines.
Intelligent Routing
Route each request to the best-fit provider.
Seamless Fallback
Automatic failover to secondary providers on primary failure.
Business Continuity
Signing keeps running through provider outages.
All Signature Levels
Simple (SES), Advanced (AES), Qualified (QES) and Q-Seal.
Signing at Scale
One-shot QES and technical seals for high-volume batches.
Authentication Methods
SMS OTP, SecureCall voice OTP, SmartOTP app and in-person graphometric signing.
Verified, Compliant, Preserved
Identification, consent and certified archiving that make KYC onboarding defensible, aligned to eIDAS.
Flexible Identification
ID-document upload, self-video or SPID/CIE eID.
Operator-Validated
Back-office validation of remote identification.
Explicit Consent
Capture and log consent before signing.
eIDAS-Aligned
Compliant with EU 910/2014 and its 2024 update.
Tamper-Evident
Integrity and immutability across the lifecycle.
Full Audit Trail
Every action time-stamped and traceable.
Certified Archiving
Long-term, legal-value preservation of packages.
EU Data Sovereignty
EU-resident data for regulated sectors.
Every Interaction, Measured
Behavioural analytics close the loop from onboarding into continuous improvement.
Real-Time Tracking
Monitor interactions across the onboarding journey.
Drop-Off Analysis
Pinpoint where and why customers abandon.
Engagement Scoring
Rank and surface your highest-intent leads.
Faster Activation
Cut time from sign-up to active service.
Higher Conversion
Improve lead-to-customer conversion.
Richer Data
Collect more complete, accurate customer data.
Closed-Loop Feedback
Engagement data flows back to templates and CRM.
Continuous Optimisation
Refine journeys as behaviour evolves.
Predictive AI Across Every Customer Interaction
Anomaly detection, engagement scoring and churn prediction applied to every onboarding journey.
Anomaly Detection
Three-level statistical scoring flags abnormal deviations in data and behaviour.
Configurable, Retrained Models
Per-attribute thresholds, with models retrained quarterly on historical data.
Engagement Scoring
Weighted touchpoint analysis clusters customers as high, medium or low.
Real-Time Event Capture
Tracks sending, delivery and interaction across every touchpoint.
Churn Prediction
CatBoost model scores churn risk with over 85% precision.
MCP Gateway Feedback
Open-standard connectors feed AI insight back to core systems.
Behavioural + Billing Fusion
Unifies billing data with channel and engagement signals for richer insight.
Measurable Impact
Up to 40% more anomalies detected in onboarding data.
Most Recent Recognitions
For more than a decade, leading industry analysts have recognised Doxee’s technological excellence and forward-looking vision in Customer Communications Management (CCM) and Customer Experience Management (CXM). The latest reports confirm the strength of the Doxee Platform’s cloud-native, AI-powered, integration-first approach and highlight Doxee as a trusted partner for enterprise digital engagement.
Related industries: Banking · Insurance · Telco & Media
FAQ
What is Doxee's Interactive Acquisition, Onboarding & KYC solution?
It replaces static forms and PDFs with personalised, guided digital onboarding journeys — combining document composition, interactive microsites and personalised video — so prospects and new customers understand, complete and self-serve each step directly within the communication.
Which communications does it cover across the acquisition journey?
The full lifecycle: welcome and onboarding for newly signed contracts, commercial opt-ins, and contract proposals for activating new services — plus activation confirmations, cross-/up-sell, consent and disclosures, and reminders.
What formats and channels can Doxee produce and deliver?
One engine composes PDFs (including PDF/UA), interactive microsites and personalised video, and delivers omnichannel — print & mail, email, SMS, personalised URL, in-app, web portal and certified channels (eInvoicing, PEC, Q/ERDS) — mobile-first by default.
Can it handle both mass-automated campaigns and one-to-one, operator-assisted journeys?
Yes. The same platform runs high-volume automated batches (millions, hands-free) and one-to-one journeys guided live by a CRM operator, with real-time triggers and per-customer status fed back to your systems.
Does the solution include digital signature, and which signature types are supported?
Yes, optionally on any document in the flow. It supports Simple (SES), Advanced (AES) and Qualified (QES) signatures plus qualified seals — remote (OTP via SMS, SecureCall, SmartOTP) or in-person (graphometric) — with one-shot QES and technical seals for mass signing.
What happens if a signature provider goes down?
Doxee Platform® orchestrates multiple signature engines with intelligent routing and seamless fallback: if the primary provider is unavailable, signing automatically fails over to secondary providers, so the journey keeps running.
How do identity verification and KYC (Know Your Customer) onboarding work?
Through flexible signer identification — ID-document upload, self-video with back-office validation, or SPID/CIE eID — with explicit consent capture, tamper-evident records and a full, time-stamped audit trail, aligned to eIDAS.
Is the solution compliant and accessible for regulated industries?
Yes. It aligns to eIDAS (EU 910/2014 and its 2024 update) and GDPR, produces PDF/UA- and WCAG-accessible documents, supports certified archiving with legal value, and is API-first, human-in-the-loop and processed entirely in the EU.
Does it integrate with our CRM and ERP like customer onboarding software?
Yes. It integrates with systems such as Salesforce, SAP and Microsoft Dynamics 365 to trigger journeys, pre-fill customer data and sync per-customer process status back into your core systems.
How does AI improve acquisition and onboarding?
Generative AI helps compose and personalise each communication, while predictive AI — anomaly detection, engagement scoring and churn prediction — turns interaction data into targeted follow-ups, closing the loop into continuous improvement.
