Depth of Experience

For over fifteen years Doxim has focused on helping banks, credit unions, wealth management firms and their service providers to maximize their customer engagement and personalize their customer communications. Working closely with these client organizations has given us an unprecedented opportunity to truly understand their needs and to develop and evolve our solutions so they fit these needs perfectly.

A Flexible Solution

The Doxim Customer Engagement Platform was specifically designed to address the evolving needs of financial services organizations. The SaaS-enabled platform lets organizations personalize their client communications across all channels, increasing customer confidence, satisfaction and loyalty. The end result is decreased client attrition and increased wallet share, because satisfied customers use twice as many products as unsatisfied customers.

The Doxim Customer Engagement Platform allows organizations to start by solving a pressing customer engagement related business need and then expand from there, leveraging the modular design that allows individual components to be adopted in any order, and remain seamlessly integrated.

Hundreds of Customers and Partners

Consistently delivering excellent products, backed by top notch customer service, before, during and after the sale, has helped Doxim to become a leading provider of customer engagement solutions for the financial services marketplace. Today, the Doxim Customer Engagement Platform is used by over 500 financial service providers, that together service over 10 million end customers.

Market Leadership

Doxim currently captures an approximate 70% share of institutions in the Canadian credit union market. Additionally, Doxim has over 90% of the correspondent clearing firms under contract in Canada and is in the process of deploying its onboarding solution to their respective clientele. Many other wealth management, brokerage and banking firms round out this customer portfolio.

We service the needs of these financial service customers from coast to coast, either directly through the Doxim service bureau, or through close partnerships with market leading service providers such as Gilmore, Broadridge, CGI, League Data and CUPS. And to facilitate these relationships, we’ve forged strategic partnerships and integrations with dozens of leading banking and brokerage platform providers.

Customer Satisfaction – First and Foremost

To ensure we are performing consistently to the standard our customers expect, we complete annual customer satisfaction surveys as well as customer satisfaction reviews after each customer project as well – with over 70% customer participation. We leverage the Net Promoter™ System for all survey activities, as we feel it’s the best methodology to truly gauge the long term satisfaction of our customers.

Doxim is an SSAE16 / CSAE3416 compliant organization.