Industries

Doxim provides the very best in electronic document management and document processing services to a broad range of financial service providers including Banks, Credit Unions and Investment Brokerages.

Doxim solutions are delivered either through strategic partnerships with leading Service Providers, Independent Service organizations (ISOs) and Credit Union Service Organizations (CUSOs) or directly to select Bank, Credit Union and Brokerage clients, through the Doxim Service Bureau.

Doxim has also built significant momentum delivering tailored online document management solutions to the real estate marketplace.

Print Service Providers

Because Service Bureaus output a high volume of documents for their customers it is essential to have the correct technology in place including reliable document processing services, backed up by easy to use document archive and retrieval. Doxim Enterprise Content Manager (ECM) and Doxim Document Factory help them achieve these imperatives.

At Doxim we help Service Bureaus to improve revenue and profitability through the provision of new and improved online and offline document offerings for their clients. We consider each of our Service Bureau partnerships as strategic and we work hard to help them develop their businesses, driving economies of scale, cost savings and improvements in customer service delivery.

Banks and Credit Unions

Banks and Credit Unions rely on the Doxim ECM platform to provide customers and staff with real time access to e-statements and check images as well as other key transactional and relationship documents. It helps them ensure regulatory compliance, while greatly streamlining the internal processes associated with document access, workflow and collaboration.

With more flexible and efficient access to online files, customer relationships are greatly enhanced through faster response times and improvements in the provision of customer self-service solutions. In addition, staff efficiency is increased and bottom line costs for printing storing and mailing hard copy documents are reduced dramatically.

Wealth Management

For investment brokerage organizations, timely delivery of regulated documents like statements and confirms is a necessary task that distracts staff from more productive activities. It’s also very expensive when you consider all the monthly print, paper and postage costs associated with even a modestly active investor.
Brokerages need to find ways to build and grow eDelivery processes for statements and confirms, allowing them to deliver this vital information to investors securely and accurately online as opposed to on paper.

Doxim software solutions are designed to meet the specialized content delivery requirements of the investment brokerage sector. By providing more flexible and efficient access to online documents like statements and confirms, customer service is enhanced, staff efficiency is improved and bottom line costs for printing storing and mailing hard copy documents are reduced dramatically.

Real Estate Brokers

In a competitive real estate market, it is essential that brokerages reduce the time and costs associated with administering the paper-based processes surrounding deal workflow. This leaves more time to focus on customer service and more time to sell.

Using Doxim ECM, brokerages can put their complete trade record process on line, applying intelligent workflow to streamline the deal lifecycle, reduce administrative costs and speed deals to completion faster. This reduces paper related costs, makes life easier for administrative professionals tasked with faxing and filing documents and increases staff efficiency across the board, ultimately freeing up more time to focus on selling.