Customer Engagement Software

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The Experience Gap :
How Financial Institution Can Fight This Threat

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Learn how Doxim can help you sell more loans

Connect with Your Customers Like Never Before


Your customers expect online, on-demand, personalized communications, through their preferred channels. Is your financial institution equipped to handle these expectations? Doxim’s Customer Engagement Platform (CEP) is a modular suite of applications that help you build customer satisfaction and loyalty while cross-selling effectively during key moments in the customer lifecycle.

Cross-Sell More Effectively


Gather essential insights about your customers during every routine interaction from loan origination, to account opening, to service-related interactions in branch or over the phone. Then use these insights to make targeted, personalized product and service recommendations across all of your channels, increasing both customer satisfaction and revenue generation.

Keep Customers Engaged


Too often, untargeted client communications, disjointed service experiences, and seemingly minor errors erode the client relationship and leave your clients looking for alternatives. The Doxim CEP can help you deliver a consistently excellent, personalized customer experience that keeps them happy and engaged.

Increase Operational Efficiency Through Digitization


Transform all your manual processes into cost-effective, efficient omni-channel experiences. From client onboarding and loan origination automation, through improved, personalized communications to anytime, anywhere content access, tailored to your clients’ channel preferences, the Doxim CEP is a one-stop shop for digitization technologies that reduce your operational burden.

Want to learn more about Doxim Customer Engagement Platform?

Start Where You Like and Build From There

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

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Doxim Client Onboarding for Wealth Management

Streamline, speed-up and increase customer conversions through process automation, paperless applications, and features that reduce not-in-good-order (NIGO) rates and compliance risks.
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Doxim Account Opening for Banks & Credit Unions

Streamline, accelerate and modernize your account opening processes across all channels. With support for in-branch, call center and self-serve applications, this solution speeds customers through the task of opening accounts in ten minutes or less.
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Doxim Loan Origination

Completely automates the lending process, with paperless document generation and the ability for clients to review and sign documents anywhere and anytime, resulting in faster loan fulfillment and fewer error rates.
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Doxim CRM

Capture client data across all channels so you can offer products and services that respond to individual needs, and empower staff to have deeper, more consistent and valuable interactions with customers.
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Doxim Business Analytics

Tap into relevant, detailed, real-time data and business intelligence through dashboards and create flexible, functional reports and scorecards. They help inform your decision making, improve customer interactions and increase your wallet share.
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Doxim Campaign Management

Define and create powerful, targeted marketing campaigns and deliver them across your customers’ favorite channels, from printed statements to email and social media. Evaluate success rates with detailed campaign analytics, so you constantly improve your marketing ROI.
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Doxim Statements & Reporting

Whether printed or online, your customers pay attention to them. That makes them a powerful channel for precise, pertinent, one-to-one marketing messages that you know will be consumed.
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Doxim Content Management

Give your customers and staff fast, secure access to the documents they need, where and when they need them. E-signing improves the customer experience, and paper-less document delivery reduces your costs.
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eBook

Customer Needs are Changing – Bridge the Experience Gap

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Brochure

Sell More Loans Using Doxim Loan Accelerator

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eBook

Digital Disruption in Wealth Management

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Brochure

Doxim Customer Engagement Platform

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Time to Transform your Customer Experience?

To stand out in today’s crowded financial services marketplace, you must make every customer interaction count. Doxim’s Customer Engagement Platform helps you sell, serve and engage more effectively with customers across all channels, 24/7.

QUESTIONS? OUR PRODUCT SPECIALISTS HAVE ANSWERS. 1-866-475-9876