Software Solutions, Products and Services for Financial Service Providers

Established in 2000, Doxim, an SSAE 16 and CSAE3416 certified organization, develops a full suite of Customer Communications Management (CCM) products and services, including document processing, enterprise content management and business process management platforms. Together, they provide banks, credit unions and wealth management firms with a premier suite of CCM solutions that enables them to remain competitive and compliant, control costs, and influence their end-user customers’ experience. Doxim’s CCM suite offers a turn-key, SaaS based alternative for the printing, processing and mailing of customer-centric documents such as statements, reports, account opening paperwork, check images and transaction records.

Our customers include 600+ financial service providers, in Canada, including credit unions, community banks, brokerage firms and mutual fund dealers. 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 and other communications.

Doxim’s CCM suite comprises three main platforms:

Doxim Business Process Manager (BPM): A flexible Business Process Management solution, adaptable to multiple lines of business with various needs – from client on-boarding and internal process workflows to account management and maintenance – helping customers to streamline their operations by bringing these critical business processes online. It helps with process analysis, automation, and transformation thus increasing collaboration across business and technical teams.

Doxim Document Factory (DDF): Our complete, end-to-end solution for document processing including data queuing, transformation, document composition, electronic bundling, routing, preference management and more, enabling stringent financial services compliance & reporting. DDF is designed to meet the ever increasing CCM requirements of today’s leading financial institutions, providing them with the economies of cloud-level scale and built with the imperatives of a service provider in mind. DDF 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 Doxim Enterprise Content Manager online document repository.

Doxim Enterprise Content Manager (ECM): Doxim ECM is a comprehensive, web-based, enterprise content management solution providing high speed archival, search and retrieval for high volume compliance documents such as bank and brokerage statements, trade confirmations, tax form documents, know-your-customer (KYC) documents, loan documents etc. The Doxim ECM platform enables organizations to easily capture, store, search, and share all files and customer information, both internally and with customers, in a secure manner via an online repository.

Doxim’s end to end CCM suite facilitates compliance with the stringent regulatory obligations that Banks, Credit Unions and Investment Brokerages must adhere to every day, while streamlining operations and enhancing the customer experience.

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