The Doxim Customer Communications Management Platform

The Doxim CCM platform is an integrated SaaS solution that empowers clients to create and deliver business-critical documents and omnichannel personalized communications, engaging customers throughout the entire lifecycle.


One Platform. One Price. Any Channel.

"Doxim allows us to think outside the box! We have reduced internal workload, become more green, and cut costs."

- United Heritage Credit Union

Modernize your Customer Experience with Doxim Customer Communications Management

Today's modern customer experience (CX) means engaging customers in ways that are frequent, targeted and interactive, with communications available on demand - in the customers' channel of choice. But this experience needs to be secure, compliant, and efficient to optimize your costs and maximize your revenue.

As your partner in customer communications, you can rely on Doxim Customer Communications Management (CCM) for the latest technology and managed services you need for a competitive advantage.

Digital Engagement iconDigital Engagement icon


Digital Engagement

Provide your customers with on-demand access to their digital documents through a variety of channels, based on their preferences. Notify customers when new documents are available, engage in 2-way conversations via email or SMS/text, and maximize your revenue with targeted marketing and email campaigns.

Print Services iconPrint Services icon


Print Services

Continue to satisfy your customers' desire for printed documents with pieces that are attractive, cost-effective and with optimized delivery.

Doxim Customer Communications Management Platform

Brochure | Doxim Customer Communications Management Platform: Leading the Way with Doxim CCM

Watch | Hear How 1st Federal Credit Union Depends on Doxim CCM for Service Excellence

Read | Driving ROI – The Business Case for a Comprehensive Customer Communications Management Platform

Generating Personalized, Omnichannel Communications at Scale

The Doxim Customer Communications Management platform is an integrated SaaS solution that generates regulated, personalized, omnichannel communications at scale - and delivers them in the customers preferred channel across each step of the customer journey. It engages customers across a variety of verticals including financial services, insurance, healthcare, utilities, and government.

The Doxim CCM platform can accept any data input from any application. The data is transformed into a flexible format that is channel agnostic and ideally suited to create any output, in any channel.

Image: Omnichannel Communications
Doxim CCM Logo


  • Banking icon Banking
  • Wealth icon Wealth
  • Utilities icon Utilities
  • Healthcare icon Healthcare
  • Government icon Government
  • Consumer Finance icon Consumer Finance
  • Insurance icon Insurance





  • Print & Mail icon Print & Mail
  • Email icon Email
  • SMS / Text icon SMS / Text
  • PDF icon PDF
  • Customer Portal icon Customer Portal
  • Mobile icon Mobile
  • Interactive HTML icon Interactive HTML
  • IVR icon IVR
  • Interactive Video icon Interactive Video
  • Payments icon Payments

We Manage the Complexity of Document Generation

In today's business environment, every company needs an omnichannel communication strategy to reach their customers where they live - in their channel of choice. But, generating personalized, omnichannel communications for regulated industries is highly complex and subject to stringent regulation - and many organizations have difficulty managing and controlling the process.

This is our area of expertise! We design a process tailored to your specific needs and environment with templates for targeted, personalized communications across channels. Then, our experts manage day-to-day document generation and delivery - for optimal results.

Icon: Operational Efficiencies

Operational Efficiencies

Icon: Risk Mitigation

Risk Mitigation

Icon: Opportunities to Maximize Revenue

Opportunities to Maximize Revenue

Self-Serve Control for Business Users

We know speed and agility are important to your business. While we manage "behind-the-scenes" operations, we provide self-serve control to your business users - enabling your operations, marketing, and customer service teams to author, make changes, administer key aspects of your communications and get insights on delivery and engagement.

The Doxim CCM Client Portal is a one-stop shop where your business users engage with Doxim and administer communications across your customer experience.

Doxim Self serve control for Business users on laptop and mobile screen


Learn about Doxim Business Continuity Solution

Lead the Way with Doxim CCM

An Integrated Platform for Omnichannel Communications

It's not easy to satisfy the demands of modern consumers with high expectations and many choices. Leverage a complete set of integrated products for omnichannel communications and engagement across the customer journey - all with Doxim as your one-stop trusted partner.

Discover Cost Savings

Our scale and technology help you reduce paper and postage costs while leveraging the economies of scale only a vendor with a national presence can offer, Doxim delivers tangible savings.

Unlock Revenue Opportunities

Transactional communications such as statements, bills, notices, reports, are like regular meetings that your customers simply have to attend! Use every chance to put a personalized offer in front of every customer, creating value for them and driving more revenue from cross selling for your organization.

Chart a Course for Digital Transformation

Doxim's strategic consulting team can guide your digital transformation efforts. Leverage their expertise to assess your needs, develop strategies, chart your course, and improve each step of the digital CX.

Built-In Accessibility

We ensure your documents and customer portal pages are fully accessible for use by assistive technology and compliant with regulation.

Ready to Grow with You

As your communication strategy evolves, our services team will update your environment, work with you on additional solutions and communications, and activate new features in the Doxim CCM Client Portal. All clients on the Doxim CCM platform benefit from our innovations and new releases, receiving ongoing feature enhancements.

Any Data, Any Source, Any Format

Authoring & Design

Omnichannel Delivery & Engagement

Analytics & Reporting

Security & Compliance

  • Core Systems
  • XML, Batch FTP, API, Ad hoc
  • Data processing
  • Centralized Account Management
  • High-Volume Composition
  • Template Management
  • Centralized Asset Management
  • Personalization & Targeting
  • Self-Serve Correspondence
  • eSignature Integration
  • PDF, HTML, Email, SMS, IVR, Web, Print
  • Preferences Management
  • Marketing Messages
  • Payments
  • Usage & Engagement Reports
  • Compliance Reports
  • Marketing Insights
  • Secure document archival
  • 24/7 Access and Monitoring
  • Secure Datacenters
  • Full Redundancy & 3rd Party Audits
  • Accessibility Compliance