Document Management Challenges for Banks

Providing Online Document Access for Staff and Customers

For many banks, improving the quality and speed of customer service is an evergreen activity. One clear way to achieve this is to provide more online document access to staff and customers.

How We Can Help

Doxim is a leading provider of content management and archival solutions for the banking sector. Doxim Enterprise Content Manager (ECM) offers a web-based alternative to printing and mailing documents such as statements, bills, check images and transaction records. An important part of any green initiative, as well as an effective disaster recovery and business continuity strategy, Doxim ECM also enables compliance with stringent regulatory obligations.

Doxim ECM enables banks to:

  • Streamline how content is stored, shared and accessed across all departments
  • Speed up operations and increase employee productivity, while reducing costs
  • Improve customer service levels and increase customer interaction via self-service capabilities
  • Ensure content security and access rules are aligned with regulatory mandates
  • Contribute effectively to corporate environmental strategies

Automated Customer Onboarding for Banks

Our OpenAdvantage® platform allows banks to manage costs and increase customer service levels by bringing business critical processes, like new customer onboarding, online. Banks can effortlessly implement OpenAdvantage® and immediately see a reduction in operational costs and new customer onboarding times, as well as a dramatic reduction in account abandonment rates.

Key advantages of customer onboarding automation include:

  • Accelerate the speed of customer onboarding
  • Maximize the revenue and relationship potential of every new customer
  • Accelerate account updates
  • Reduce time spent on administrative duties
  • Eliminate manual, error prone processes
  • Reduce cost per account open: training, labor, transportation and other overhead costs
  • Reduce abandonment rates
  • Improve compliance, security and document management practices

Find out more about Doxim ECM and OpenAdvantage®:

Doxim Enterprise Content Manager

OpenAdvantage® for Business Process Management

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