Deliver a Modern, Digital Customer Experience

Deliver a modern digital customer experience that is self-service & frictionless, while reducing your print & mail costs, lowering customer service calls & more

Deliver a Modern, Digital Customer Experience

Deliver a Customer Experience that is Self-Service and Frictionless, while Reducing Costs

Delight your customers with a modern, digital customer experience that is self-service and frictionless – while reducing your print & mail costs, lowering customer service call volumes and costs, and leveraging virtually limitless opportunities for targeted marketing and revenue generation.

  • Digital Document Delivery - Reduce your print and mail costs and provide a modern self-serve experience with on-demand access to information and control over engagement preferences.
  • Two-Way Business Messaging - Enable the delivery of timely, personalized digital communications and 2-way messaging for seamless engagement and customer service
  • Orchestrated Email Campaigns - Deliver targeted email campaigns to segmented lists to nurture leads and proactively recommend products and services based on engagement insights.

Digital Document Delivery

Doxim CCM equips you with digital documents and a customer portal that is fully branded and customized to your environment – so you can provide an attractive single point for customers to access their information and engage with you.

Key Benefits

  • Fast, accurate, secure document delivery via customer portal
  • Self-serve control & contactless experience customers want
  • Lower print and mail costs
  • Reduced calls to Customer Service
  • New opportunities for targeted marketing
  • Insights into delivery, access, and engagement

Rich, Interactive & Mobile Accessible Documents

Present documents in PDF or HTML format with rich information and dynamic, interactive content. Enable customers to access content anytime, anywhere using their preferred digital devices and smartphones.

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Securely & Centrally Managed

Leverage a powerful, configurable, cloud-based archive to centralize your documents and ensure they are securely and easily accessible by customers (via customer portal) and staff (for customer support).

Customer Notifications “Your Statement is Ready”

Notify your customers via email or SMS/text when a document is available in the customer portal and ready for viewing.

 

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Available On-Demand via Customer Portal

Securely share digital documents managed in the document archive via the customer portal. Provide customers with on-demand access to documents and information – delivering the modern, contactless CX they desire.

Accessible

Leverage our built-in capabilities to ensure the customer portal and customer documents support assistive technology and deliver accessible content and navigation options for customers with disabilities.

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Two-Way Business Messaging

Today’s shift to digital is an entirely new mindset. It’s a shift from managing individual customer communications to managing the entire customer experience (CX) – delivering frequent, personalized, interactive engagement and conversations.

Doxim provides the latest future-facing technology for omnichannel engagement and true 2-way conversations.

Key Benefits:

  • Reduce fraud and theft with instant messages and 2-way engagement
  • Increase customer satisfaction and reduce call center volumes with “in portal” messaging
  • Enable contactless business transactions

Instant and Interactive Account Messages

Instantly message customers by email or SMS/text regarding urgent operational situations (fraud alert) or to deliver account-level information, notify of upcoming events or promotions. Enable customers to respond for real-time 2-way engagement. Reduce fraud and theft with real-time processes and customer interaction.

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“In Portal” Customer Service Messaging

Increase customer satisfaction and reduce call center volumes with “in portal” messaging. Rapidly respond to enquiries customers send through the customer portal “Contact Us” page or in response to a 2-way digital business message.

Orchestrated Email Campaigns

Grow sales and increase Customer Lifetime Value (CLV) with personalized, orchestrated email marketing campaigns to segmented lists. Deploy automated, multi-step, trigger-based campaigns that respond to customer actions.

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Key Benefits:

  • Reduce fraud and theft with instant messages and 2-way engagement
  • Increase customer satisfaction and reduce call center volumes with “in portal” messaging
  • Enable contactless business transactions