Doxim

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Doxim

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About Doxim

Doxim is a leading provider of SaaS customer engagement solutions for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their customer experience, communicate effectively throughout the customer lifecycle, and improve cross-sell and upsell activities that drive increased wallet share.

Your customers expect online, on-demand, personalized communications, through their preferred channels. Is your financial institution equipped to handle these expectations? Doxim’s Customer Engagement Platform (CEP) is a modular suite of solutions that help you build customer satisfaction and loyalty while cross-selling effectively during key moments in the customer lifecycle.

Transform all your manual processes into cost-effective, efficient omni-channel experiences. From client onboarding and loan origination automation, through improved, personalized communications to anytime, anywhere content access, tailored to your clients’ channel preferences, the Doxim CEP is a one-stop shop for digitization technologies that reduce your operational burden.

The Doxim Customer Engagement Platform allows you to start by solving a pressing customer engagement need and then expand from there, leveraging the modular design that allows individual components to be adopted in any order, and remain seamlessly integrated.

Visit our website at www.doxim.com and request your personalized demo of Doxim solutions.

Doxim Key Features

  • Customer Relationship Management
  • Business Analytics
  • Account Opening
  • Client Onboarding
  • Loan Origination
  • Campaign Management
  • Email Marketing
  • Enterprise Content Management
  • Statement & Reporting Services
  • Year End Tax Services

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This page was last updated 14 February 2018 07:00