Move to Digital Onboarding

Keep your onboarding processes compliant and your customers happy

Onboard faster, easier and securely

Your current onboarding process takes several weeks to a month. That’s simply too long for today’s digital world. The move to digital customer onboarding is a priority, but you need to ensure the safety of the information you exchange. Echoworx customizable encryption can help bring your onboarding process from weeks to days — reducing your document handling costs and the risks of regulatory non-compliance.

A computer, laptop and tablet displaying an email that contains an online form

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See how Echoworx email encryption can help you securely onboard customers digitally, eliminating the need for using paper mail or fax.

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Shift from manual account opening to digital

  • Echoworx customizable encryption lets you easily send sensitive documents, like loan applications and patient forms, directly to your customer’s inbox — securely.
  • When initial contact is made with a customer during an onboarding process, they receive an activation code and are prompted to set up an account.
  • After registration, the customer can read the secure message directly in their inbox and open Secure PDF attachments.
  • Upon completion of the attached forms, they can send them back, protected, without any additional steps.
  • Initial onboarding touchpoints are an excellent way to make a good first impression with a new client or patient. With Echoworx, you can automatically apply extensive multi-branding – with support for up to 26 languages – to ensure a great experience from the get-go.

What makes Echoworx different?

Numerous Delivery Methods (Push/Pull)

  • Web Portal, TLS (with fallback), Encrypted PDF, Encrypted Attachments Only (PDF, ZIP, Office XML), S/MIME and PGP making it easy for both senders and recipients to use, particularly on mobile devices.
  • Empowering users to choose their preferred secure delivery method – including options requiring no registration.
  • Optimized mobile user experience. (iOS, Android)
  • Full key and certificate management including expiry, rollover and even bulk upload.
  • Policy-based message routing enforces email encryption based on pre-defined policies.


Authentication Controls and Access

  • Authentication set by policy, sender or recipient.
  • Options include: Self-Registration, Shared Secret Passphrase, OAuth, SSO, System Generated Verification Code and 2FA.


Location Controls 

  • Echoworx has data centers in the US, UK, Germany, Ireland and Canada. More than 60 countries have introduced privacy laws in response to shifting attitudes to digital privacy and control. We can help you ensure your data stays close to home.

Extensive Brand Protection and Customization

  • 26 language options – including double-byte characters (e.g. Chinese, Japanese) along with a tailored interface to ensure the experience is not affected by selection or customization.
  • Support for multi-branding by business group and language – for organizations operating under multiple banners or lines of business.
  • Customizable inline message warnings in both the header and footer.
  • SMTP (DMARC) routing available for all outbound messages.


Message Visibility and Recall

  • Detailed message tracking including emails opened, forwarded and recalled.
  • Message receipts, message recalls and notifications without PowerShell or L2 Admins.


Validated Security Assurance

  • We have subjected our security practices to audits covering all aspects of our business including AICPA/CICA WebTrust Certification, SOC2 Audit, PCI DSS Level 1 Certification, FSQS (Financial Services Qualification System) and Microsoft and Apple Root Member Certifications.

“Our onboarding process went from 5 days to now just 5 minutes and we reduced our document handling costs by 90% to 95%.”


If you would like a personalized demonstration or have questions, let us know. Our team can tailor a demonstration and the discussion around your specific needs.