As a software company we fully understand the importance of delivering top notch client services if we are to provide the complete solution that our clients demand. As a result, we deliver a number of tailored service offerings that compliment and extend the software portfolio that we have built to meet the needs of our Financial Services customers.
Well-planned and executed professional service delivery is critical to successful product roll-outs, so we offer a comprehensive portfolio of consulting, project management and training services, designed to meet the specific needs of all our clients.
Print service delivery is an important part many of our client relationships. As such, it’s something we take very seriously, ensuring our print delivery centers are equipped with state of the art equipment that meets our client’s stringent demands for fast, accurate print output.
Year-End Tax Form Processing
Tax form processing is an important annual activity for our Wealth Management clients. Our comprehensive Doxim TaxPackTM solution is designed to streamline the end to end process. It allows you to deliver a more secure, higher quality tax package to your customers while saving on postage too.
Doxim Health Check
Our Doxim Health Check & ECM Strategy Consulting engagement is a pre-packaged professional services offering. It’s designed to help you to map out a practical and evolving content management strategy for your organization.
The Doxim Board Packages solution allows Credit Unions or other financial service providers to quickly and easily collate, upload and share all board materials with board members through Doxim Enterprise Content Manager, avoiding the need to share all these documents in hard copy format.