Doxim
HQ Address
220 Spring Street, Suite 550, Herndon, VA 20170, United States
Website Address
Business introduction
Loan origination self-serve
Giving your customers the freedom to apply for loans anytime, anywhere, on any device
Doxim is the customer communications and engagement technology leader serving financial and regulated industries.
Our platform with its suite of integrated, SaaS software and document technology solutions helps clients digitize operations, improve efficiency, and modernize customer experience. With Doxim, clients can communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized omnichannel communications.
Doxim is proud to work with over 2,000 clients across North America who benefit from our customer communications management and customer engagement solutions. We continue investing in innovation to help our clients be successful on their journey to digital transformation.
For financial services, we offer all solutions of the Doxim Customer Engagement Platform – our SaaS engagement software and our CCM technology.
Our clients in healthcare, utilities, insurance, telecommunications, and government partner with Doxim to optimize their customer communications to serve their customers better.
We’re on a mission… In this world of ever-expanding choice, customer loyalty is measured on personalized service, regular interaction, and convenience. Doxim develops solutions that enable organizations to offer choices - insight driven personalized communications that connects experiences across the customer lifecycle. From the physical to digital, our mission is to empower organizations to transform and modernize how they engage and communicate with their customers, creating conversations in the channels they prefer while ensuring security and regulatory compliance within their industry.
Doxim Solutions
Doxim Business Analytics for Financial Services
Most financial services organizations have already built a rich store of customer-related and operational data. But data alone cannot help you make more informed business decisions and market more effectively to customers. To transform raw data into meaningful insights, you need a modern, easy-to-use tool like Doxim Business Analytics for......
business needs
view solutionDoxim Campaign Management
Your customers are increasingly expressing a desire to have products and services proactively recommended to them, but you may not have the infrastructure to analyze customer accounts and make those recommendations in a timely fashion through the customer’s preferred channel. With Doxim Campaign Management, you can analyze customer information and......
business needs
view solutionDoxim Client Onboarding
Successful customer onboarding begins with creating an omni-channel experience that is seamless, personable and exceeds the expectations of your customers. With Doxim Client Onboarding, you can digitize and automate your onboarding process, so data entry is minimized, NIGO rates are reduced to nearly zero, and advisors can focus on getting......
business needs
view solutionDoxim CRM
Choose CRM software that’s custom-built for financial services. The financial services industry is complex, but managing your customer relationships doesn’t have to be. Drawing on our more than 15 years of industry experience, Doxim’s CRM software is built specifically to cater to the complex needs of banks, credit unions, and wealth......
business needs
view solutionDoxim e-Brochures
Make it simple for your front-line staff to share product information with Doxim e-Brochures. When a customer requests information, your employees can easily send a cost-effective electronic brochure right to their inbox through the Doxim e-Brochures solution, then track the customer’s interactions with the offer and follow up as needed.......
business needs
view solutionDoxim Email Marketing
Doxim Email Marketing was built specifically for financial services firms, by people who know the industry. It’s a robust, full featured email marketing platform backed by email marketing experts, to assist you in the design, development and execution of effective email marketing programs – that deliver results. With over 10......
business needs
view solutionDoxim E-Statements
Offer a higher level of customer service and reduce printing and mailing costs with electronic statements. The Doxim E-Statements solution allows your print documents, like customer statements, reports, and checks to be captured and made available securely though your banking or brokerage portal. This provides both customers and staff with......
business needs
view solutionDoxim Personalized Statement Marketing
Your customers value their account statements, and they take the time to review them every month. Take advantage of this interest to improve the effectiveness of your marketing campaigns and reduce costs associated with pre-printed inserts by placing targeted, relevant 1:1 marketing messages directly onto statements in both printed and......
business needs
view solutionDoxim Year End Tax
Year-end tax form processing is costly and takes excessive amounts of your organization’s time. But year in year out, it has to be done right, complying with all the strict regulatory mandates. Wouldn’t it be great if you could automate this problematic task, streamline it, add value in the process,......
