Customer Communications Management

Doxim is different. We enable digital transformation across all customer communications, to help deliver on your balanced print/digital strategy.

Customer Communications Management of the Future, Ready for You Today

Customer communications management is not easy to get right. You need a plan for serving customers in the future, without ignoring the business realities of today. Doxim is the partner of choice, providing CCM solutions to thousands of clients in financial services and regulated industries.

For over 20 years, we’ve been empowering customers across North America to deliver regulated communications in physical and digital formats. Doxim will help you execute on the omnichannel communications strategy so you can retain your customers and continue winning new ones.

Are you ready to upgrade your customer communications management strategy and execution? Request a Demo

Clients Success Stories

Doxim allows us to think outside the box! They’ve allowed us to come up with ways to reduce internal workload, become more green, and cut costs. And they are almost an “invisible vendor” in the sense that Doxim just handles things without needing too much oversight. In that sense, its a seamless relationship – everything is automated and the work is out of our credit union’s hands, and into those of a trusted vendor.

The ability to track our statements is a feature I love. I am able to communicate up-to-date statement information to staff, who in turn communicate it to members. We did not have this feature with our previous statement vendor and not knowing when statements were processed or mailed was frustrating. Plus, statements are arriving earlier than ever before, and Prospera members have noticed the difference. We've received compliments on the new statement layout, and how easy it is to read.

Costs of printing were reduced by over 70% and postage costs were reduced by 80% within 6 months. Following a "go green" campaign, we now have an eStatement adoption rate of 94%. Plus, our staff don’t have to leave their desks anymore, there aren’t piles of checks everywhere, and they can access information immediately. It makes the working environment much more efficient!

Member response has been very positive! Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home. Our partnership with Doxim has been a long standing one and they are the first we turned to to investigate and implement. Their direction and commitment to our needs continue to make them the partner of choice.

Doxim saves time with SLAs, which get statements out 3-4 business days earlier! We also experience an immediate cost savings of 15%. Doxim committed to meet targets, and succeeded consistently. As an executive sponsor, I was very satisfied. In all areas Doxim met or exceeded expectations. We had positive client feedback, with immediate uptake of e-presentment over print options.

Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.

Doxim delivers the full suite of document solutions we need, so it becomes a one-stop shop for us. But even more importantly, their people are as committed to serving us as we are to serving our members. They are willing to commit to our service level and time frames that we require. Now our statements are out sooner, and we're expecting a boost in e-statement adoption as the attractive interface for e-statements is likely to appeal to our members, who have a Silicon Valley mindset.

Send Your Data to Doxim –  We Will Do the Rest

  • Dedicated expertise in financial services and regulated communications
  • Secure & compliant with 99.99% SLA commitment
  • Integrated with your core systems
  • Omnichannel document delivery
  • Dedicated customer success teams to support your unique needs
  • Flexibility to match your customization and business process requirements
  • Client-driven roadmap

Request a Demo