Doxim
HQ Address
1380 Rodick Road, Suite 102, Markham, ON L3R 4G5, Canada
Website Address
Business introduction
Experts in Document and Customer Communications Management for Regulated Industries
Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions
Who We Are
Doxim is a customer communications management and engagement-technology leader serving highly regulated organizations globally across the United States, Canada, the United Kingdom, and Africa.
Doxim was founded in 2000 as a digital-first company helping regulated clients on their digital transformation journey. Since that time, we have grown organically and by carefully acquiring companies to expand core service offerings and apply them to wider industry markets.
Today, Doxim is proud to partner with over 2,000 clients in highly regulated industries. Our software and managed services strengthen engagement across the customer lifecycle addressing key digitization, operational efficiency, and customer experience challenges.
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,......
