Software Solutions, Products and Services for Financial Service Providers

Established in 2000, Doxim Inc., an SSAE 16 and CSAE3416 certified organization, develops a full suite of document processing, enterprise content management and account opening products and services. Together they provide a SaaS based alternative to the printing, processing and mailing of customer-centric documents such as statements, reports, account opening paperwork, check images and transaction records.

Doxim serves the financial service provider marketplace across North America, with over 300 direct and indirect clients in the banking, credit union and investment brokerage sectors.

We work with these organizations to help improve their client communications, streamline document access, meet compliance requirements, and reduce the expense, work effort and environmental impact associated with the creation, delivery and archiving of business critical documents.

Our document processing and document management platform is designed to help streamline document production, processing, delivery, access and sharing. It automates the management of document composition, conversion, routing and output, from the time files are collected and marshaled from various financial, image and content systems through to the time resulting documents are printed and/or uploaded onto the integrated online document repository. This repository then enables users to store, search and share all internal files and customer information – such as statements, bills, check images and transaction records – safely and securely, all from one centralized online location.

Arius OpenAdvantage®, is an automated account opening platform that enables financial services firms to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. With the ability to configure workflow, questionnaires, forms and business rules, Arius OpenAdvantage®, delivers the power of a custom solution without the premium price.

Doxim’s end to end document solutions facilitate compliance with the stringent regulatory obligations that Banks, Credit Unions and Investment Brokerages must adhere to every day.