The first half to this article will take you through the first 5 things you need to be sure to check for when seeking out a transpromo print supplier. Be sure that they have the capabilities to do the following:

1. Transforms your statement data

Make sure the supplier can transform your statement data into more aesthetically pleasing, easy to read formats so that they can be inserted into better designed statements.

2. Integrates statement design & content

Your customers today expect well-designed statements. Not only does it enhance customer experience, it’s also a strong branding effort. Be certain that the transpromo print supplier can incorporate multiple statement templates that integrate easily with back-end system data.

3. Processes advanced statements

When designing the layout of your statement you’ll want to include specific elements that enhance the customer experience (e.g. a loyalty card points balance). You may also want to add additional documents to your statement print run such as newsletters. To save on print, lettershop, and postage costs check that the transpromo print supplier offers these capabilities.

4. Supports file cross referencing

To make the most of your statements, statement based marketing is a great way to cross sell and up-sell existing clients with your new products and services. Ensure that the supplier supports targeted marketing messages.

5. Includes integrated delivery

Look for a supplier that understands the importance of eStatements and its popularity in the industry today. Make sure the supplier provides an easy transition from paper to electronic statements and has a quality online document management capability to support this.

Look out for the second half of the 9 Things to Look for in a Transpromo Print Supplier!

Can’t wait till next week? You can download the full 9 Things to Look for in a Transpromo Print Supplier document here.

To learn more about Doxim’s Personalised Statement Marketing capabilities, click here.

5. Document Upload Options

When you’re uploading your documents, you’ll have different document types you’ll need to take into account. Certain features are available to facilitate an easy upload process such as batch uploading, scan and capture capabilities and the upload of internally created documents.

6. Easy Integration

An eDocument archive does not work on its own – it needs to be compatible with other systems in the enterprise to complete the process. Make sure the eDocuments solution offers comprehensive APIs and support for Web Services so it can be easily integrated.

7. Simple Administration

One of the most important things about using new software is the user friendliness. Make sure the eDocuments solution is easy to configure and administer, allowing you to set up and maintain control of access without getting IT involved.

8. Security, Disaster Recovery

Your documents are critical assets to your business and you want to feel safe knowing they’ll be secured. Ensure that the cloud-based eDocuments solution is hosted in a data center that is highly secure and safeguarded 24/7.

9. Customer Satisfaction

And lastly, this is almost one of the surest ways to check if the supplier is a good asset. Review their customer ratings. Be sure that they have a good track record and consistently reaches high levels of customer satisfaction.

Download the full 9 Things to Look for in an eDocument Solution Document today.

To access last week’s article, please click here.

To find out more about Doxim’s eDocument solution, please click here.

1. High Volume High Speed Archive

Check to make sure the storage capabilities of the eDocuments solution is enough to hold all your documents and more. Also, the documents should be easily accessible – no use in having a system that is slow and not user friendly.

2. Metadata Indexing

Once you’ve stored all your critical documents online, you’ll need to go back and pull them out for reference very often. You’ll want this process to be smooth, so make sure the eDocuments solution has metadata indexing. This limits search criteria to things like names, dates, account numbers, document types, etc.

3. Cloud Computing Solution

With a cloud-based solution, it guarantees security, backup, real-time replication and comprehensive disaster recovery. See that the eDocuments solution can be deployed from on-line rather than on-premise.

4. Equitable Pricing Model

On-premise solution costs can build up – with the upfront licensing and professional service costs not to mention the ongoing maintenance costs. Save yourself the trouble and go with a cloud-based Document Management solution that comes with a predictable monthly subscription.

Look out for the next half of this article for the last 5 things to look for when finding the right eDocuments solution.

Can’t wait till next week to find out the rest of article? Download the full 9 Things to Look for in an eDocuments Solution document now.

To find out about Doxim’s eDocument solutions, click here.

Markham, ON

Doxim Inc., a leading provider of Automated Account Opening, cloud-based Enterprise Content Management and Advanced Document Processing solutions for Financial Service Providers, today announced that it has again been included in the Branham300 for 2012. This is the third time that Doxim has been included in this prestigious ranking of Canadian technology companies.

The Branham300 is Canada’s definitive ranking of information and communications technology (ICT) industry leaders, as ranked by revenue. It illustrates the depth and breadth of innovative technologies developed in Canada and is widely considered to be a leading source of intelligence on Canada’s ICT industry.

To be included in the Branham300, ICT companies must meet the following criteria:

• Be founded in Canada with headquarters in Canada
• Have corporate direction determined in Canada
• Be a software, professional services, service provider or hardware and infrastructure company

The Branham300 is published annually in the April issue of Backbone Magazine, as well as on the Branham300 website atwww.branham300.com.

Executive Quotes

“We’re delighted to be included once again in the prestigious Branham300 ranking for 2012. Our consistent ranking in the Branham300 list is a testament to the value our customers continue to place in the products and services that we deliver. It also serves to underline the incredibly hard work our entire team continues to put into the task of gaining and retaining customers.”
Chris Rasmussen, President & CEO, Doxim

“Large enterprises as well as SMBs experienced strong growth in 2011, an indication that companies of all sizes in the Canadian Tech industry saw improved market conditions. Doxim itself stayed on an aggressive growth trajectory in fiscal 2011, further solidifying its status as a growing player in the Customer Communications Management space.”
Wayne Gudbranson, President and CEO, Branham Group

# # #

About Doxim

Doxim builds and delivers automated account opening software, cloud-based Enterprise Content Management, and advanced document processing solutions for Financial Service Providers and their outsourcing partners. These solutions are used by thousands of clients in banking, credit unions, wealth management and investment brokerage to create, deliver and manage business critical documents and content more efficiently and cost effectively. Doxim solutions help these organizations to improve client communications, streamline document access and meet the stringent compliance requirements associated with transactional document output and delivery. Doxim is an SSAE16/CSAE 3416 compliant organization. Find out more at www.doxim.com.

5. Allows self serve proofing & QC

Make sure the statement processing supplier allows you to add the desired marketing messages into the statement yourself. That way, you don’t have to go through a time-consuming processing where it isn’t streamlined. Also check that the supplier lets you QC the statement layout in a user friendly application.

6. Includes integrated delivery

Look for a supplier that understands the importance of eStatements and its popularity in the industry today. Make sure the supplier provides an easy transition from paper to electronic statements and has a quality online document management capability to support this.

7. Flexible colour printing

Colour printed statements have that much more of an impact than black and white ones, especially when integrated marketing messages are involved. And because printing colour is more expensive, you may want to only print a few pages in full colour rather than the entire package. See if the supplier has this flexibility because it could result in high cost savings.

8. Has national presence

A lot of time can be wasted each month by the mailing process of the statements itself. Be sure that the statement processing supplier has good national presence so that it allows statements to be quickly and easily processed and mailed in the local market.

9. Highlights customer satisfaction

And lastly, this is almost one of the surest ways to check if the supplier is a good asset. Review their customer ratings. Be sure that they have a good track record and consistently reaches high levels of customer satisfaction.

Find out more about Doxim Statement Solutions.

To access last week’s blog entry, click here.

Watch this video to find out more

width=”360″ height=”215″ align=”center” border=”0″ class=”imgTitle” />

Download this eBook here

Visit our website to learn more about Better Looking Statements.

Toronto, ON 2 April, 2012

Doxim Inc, the leading provider of cloud-based Enterprise Content Management and advanced document processing solutions for Financial Service Providers, today announced that it has acquired Arius Software, of Kitchener-Waterloo, Ontario. Arius is the leading provider of account opening applications to the North American financial services sector.

Doxim has spent the last decade helping financial service providers to streamline creation, management, storage and access of customer documents such as statements, confirms, loans and tax forms. Adding Arius OpenAdvantage®, to this mix is a natural extension to Doxim’s current product offering. Arius OpenAdvantage provides a front office solution that greatly streamlines the account opening process – a key area where consistent compliance with stringent regulatory mandates is paramount.
The addition of OpenAdvantage to the Doxim product portfolio further expands Doxim’s total offering for financial service providers, encompassing front office applications, document processing and enterprise content management (see diagram below)

Arius OpenAdvantage is built on Arius’s highly flexible and scalable multi-tenant software platform. This can be quickly and easily configured to deliver other key applications to address workflow intensive front office processes in the Financial Service Provider marketplace. Doxim will leverage its extensive cloud computing experience and existing datacenter infrastructure to enable the delivery of OpenAdvantage as a cloud offering. This will expand the addressable market for OpenAdvantage, to encompass customers that prefer the ease of deployment that cloud solutions offer.

Executive Quotes:

“For many financial service providers, the account opening process is overly manual, time consuming and error prone and our customers have been asking us to add account opening to our compliance centric product portfolio. This acquisition helps us respond to this demand, with the best account opening application in the marketplace. We are proud to be joining two Canadian technology leaders together, with an expanded product offering that helps our financial services clients further streamline their compliance processes. We identify many synergies across all areas of our two companies and are very excited to have the entire Arius team join the Doxim family.”
Chris Rasmussen, President and CEO, Doxim

“This acquisition is great news for everyone at Arius. Both companies have brokerage and wealth management clients. Doxim also has a substantial presence in the Banking and Credit Union marketplace as well. This creates many opportunities to expand the footprint of our account opening solution in the financial services sector. Additionally, Doxim’s existing compliance centric product offering gives us access to many new solutions that will be of great interest to our current client base. Becoming part of a much larger organization will also allow us to more rapidly expand our front office solutions into other key areas that our clients are already asking us to help them with.”
Adam Zimmer, President, Arius Software

About Doxim

Doxim builds and delivers cloud-based Enterprise Content Management and advanced document processing solutions for Financial Service Providers and their outsourcing partners. These solutions are used by thousands of clients in banking, credit unions, wealth management and investment brokerage to create, deliver and manage business critical documents and content more efficiently and cost effectively. Doxim solutions help these organizations to improve client communications, streamline document access and meet the stringent compliance requirements associated with transactional document output and delivery. Doxim is an SSAE16/CSAE 3416 compliant organization. Find out more at www.doxim.com.

About Arius Software

Arius Software is a leading provider of account opening and document management solutions for financial services. The flagship product, Arius OpenAdvantage®, enables wealth management firms to attract new customers, increase operational efficiency and reduce costs by creating a superior personalized account opening experience. Arius has been chosen as the Enterprise Account Opening platform and professional services partner for many leading North American financial services firms. Arius Software is a privately held software company based in Kitchener, Ontario. Visit www.ariussoftware.com for more information.

Media Contact:

Sean O’Donovan, V.P. Marketing, Doxim Inc.
sodonovan@doxim.com, +1(416) 840-9910

Today we announced that Doxim has acquired Arius Software, of Kitchener-Waterloo, Ontario. Arius is the leading provider of account opening applications to the North American brokerage and wealth management sector.

We have spent the last few years helping our clients to streamline creation, management, storage and access of customer centric documents such as statements, confirms, loans and tax forms. Adding the Arius account opening product, OpenAdvantage® to this mix is a natural extension to our current product offering. It provides a front office solution that greatly streamlines the account opening process – a key area where consistent compliance with stringent regulatory mandates is paramount.

The addition of OpenAdvantage® to the Doxim product portfolio further expands Doxim’s total offering for financial service providers, encompassing front office applications, document processing and enterprise content management.

Arius OpenAdvantage® is built on highly flexible and scalable multi-tenant software platform. This can be quickly and easily configured to deliver other key applications to address workflow intensive front office processes in the Financial Service Provider marketplace.

Doxim will leverage its extensive cloud computing experience and existing datacenter infrastructure to enable the delivery of account opening as a cloud offering. This will expand the addressable market for account opening to encompass customers that prefer the ease of deployment that cloud solutions offer.

In many financial institutions, the account opening process is overly manual, time consuming and error prone and our customers have been asking us to add account opening to our compliance centric product portfolio. This acquisition helps us respond to this demand, with the best account opening application in the marketplace. We are proud to be joining two Canadian technology leaders together, with an expanded product offering that helps our financial services clients further streamline their compliance processes.

Please visit our web site to find out more about Arius OpenAdvantage®

1. Accepts data from multiple back-end systems

When finding a new statement processing supplier, keep in mind the upfront implementation fees you’ll need to pay. You want to avoid these as much as possible so be on the lookout for suppliers that have experience working with multiple back-end systems.

2. Supports data parsing and transformation

Make sure your supplier is able to transform your statement data into more aesthetically pleasing, easy to read formats so that they can be inserted into ‘better looking statements’.

3. Processes advanced statements

It’s highly useful for you to include specific elements to enhance the customer experience of your statements. Look for a statement processing supplier that allows you to add data from other sources to existing statements (e.g. loyalty card point balance) or to add other documents to your statement print run (e.g. newsletters).

4. Supports statement based marketing

Taking advantage of your statements to cross sell an up-sell to existing customers is a great way to promote new products and services you have rolling out. Check that the supplier has the ability to easily add targeted marketing messages to your statements, in multiple message zones throughout the statement.

Can’t wait till next week to see the rest of the article? Click here to download the full document – 9 Things to Look for in Statement Processing Provider.

Stay tuned for our next blog article for the second half where I’ll run through the last 5 things to look for in a statement processing supplier.

Find out more about Doxim Statement Solutions.