Software Solutions, Products and Services for Financial Service Providers

Established in 2000, Doxim Inc., a SAS 70 and CICA 5970 certified organization, develops a full suite of document processing and enterprise content management products and services. Together they provide a SaaS based alternative to the printing and mailing of customer-centric documents such as statements, reports, client records, 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.

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.