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DocFox is used by over 200 financial institutions to automate their account opening processes. It provides intelligent, highly customized workflows for any type of client. DocFox allows for an omni-channel account onboarding process with the flexibility for any client type, whether a corporation, offshore trust, crypto business, money services business, or an LLC.
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1.0.0
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View All June 26, 2025
Interview: Going Beyond the AI Hype with PortX’s CTO and CIO
in AI,
Artificial intelligence is becoming both a competitive advantage and a compliance concern, making it easy to get lost in the buzzwords and hype. At PortX, we believe in cutting through the noise. AI isn’t just a shiny new feature—it’s a foundational tool we use to improve the way financial institutions build, deploy, and scale integration […] Read More >
June 17, 2025
Relevance in the Age of AI: Tech-Forward Community Banking Without Losing Its Soul
Community financial institutions uniquely merge trust-based relationships with innovative technology, unlike big banks that thrive on scale or fintech startups praised for their agility. Today, embracing advanced technology, particularly artificial intelligence (AI), isn’t merely beneficial; it’s mission-critical to maintaining relevance, competitiveness, and growth. How will community financial institutions (FIs) carve out their place in this […] Read More >
June 3, 2025
AI is Rewriting the Rules of Integration: Banks and Credit Unions Need a New Game Plan
in AI, API Management,
“AI-first thinking is non-negotiable” was the subject line of an internal message I shared with our team, challenging them to integrate AI tools into their daily workflows, design products that interact naturally with AI, and embrace it as a supportive, productivity-boosting partner. (Spoiler alert: the preliminary results have transformed our code productivity, product time-to-market, and […] Read More >
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