Ezidox

A document collection, management and storage tool for customers, advisers, loand managers.  Latest news: Tier 1 Bank implemented ezidox and saving up to 90% of the time taken to collect supporting documents. Direct integration with DocuSign and EsignLive announced. Direct integration with Proviso, Mogo and CreditSense announced.

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End User Consumers and Advisers
Advice Process Steps Assessment
SOA
Implementation
Review
Benefits Document storage vault, protection and collection of customer information, a productivity enhancement tool, provision of an audit trail for documents and enhanced customer experience.
Cost per user per annum $499 per annum plus transaction charges
Time saving per client More than 3 hours per client
Cost saving per client Assessed at $500-$1000
Integration Is possible due to an open API structure
Website embedding Yes
White labelled Yes
System prerequisite Responsive website can be used on any device with all major Browsers Apps are available for iOS (Apple) and Android
Single sign on Yes
Data storage Microsoft Azure cloud platform in Australia. Supporting documents stored in cloud for audit trail but can be downloaded and used/stored wherever needed.
Privacy standards Australian privacy legislation
Limits on use Charged by transaction
Disaster recovery and business continuity plans Yes
AFSL approval Approved by several Tier 1 Banks as well as a range of mortgage/loan brokers and aggregators