Doxim Business Analytics for Financial Services

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Accelerate Your Loan Portfolio Growth

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Bridging the Customer Experience Gap

From Data to Insight to Action


Most financial services organizations have already built a rich store of customer-related and operational data. But data alone cannot help you make more informed business decisions and market more effectively to customers. To transform raw data into meaningful insights, you need a modern, easy-to-use tool like Doxim Business Analytics for financial services, a powerful part of the Doxim Customer Engagement Platform.

Evaluate Your Customers and Market Effectively to Them


Increase the effectiveness of your marketing by identifying high-value segments of your customer base and then match these to targeted marketing messages. Evaluate and respond to trends in engagement like number of new customers acquired, customer attrition rates, turnover rates or outstanding balances, broken down by demographic.

Make Better, Data-Driven Decisions


Provide the data needed to enhance communication among departments and coordinate their activities. Tools like comprehensive dashboards, easy to understand scorecards, and detailed reports make it simple to understand complex data, expedite decision-making, and respond to changes in your specific organization.

Measure Your Progress towards Organizational Goals


Allow users to assess the present state of the business and prescribe a course of action, by creating and tracking department-specific goals and KPIs. Evaluate progress towards your organizational goals, and export that data for easy sharing.

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Doxim Business Analytics Features

Intuitive End-User Interfaces

Navigate complex data easily via comprehensive executive dashboards, scorecards, and reports.

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Advanced Segmentation Capabilities

Segment customers for targeted marketing campaigns by many dimensions including net worth, current holdings, credit score, and multiple demographic attributes.

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Easier Collaboration Across Departments

Share reports and data in a managed and secure environment, so everyone can participate in data-driven decision making.

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Seamless integration with Doxim CEP

Doxim Business Analytics integrates with the rest of the Doxim Customer Engagement Platform, providing critical data for all facets of your customer engagement strategy.

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Consistent, cost-effective regulatory reporting

Reduce the effort of report creation by automatically generating and emailing regulatory reports to keep key stakeholders informed in a timely.

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One central source for data

Get a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.

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Brochure

Accelerate your loans using Business Analytics

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eBook

Bridging The Customer Experience Gap

Read eBook

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Brochure

Doxim Business Analytics

Download Brochure

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eBook

Accelerate Your Loan Portfolio Growth

Read eBook

See Doxim Business Analytics in Action!

Gain a deeper understanding of your customers and your business with Doxim Business Analytics. Book your personalized demo now to see how it can help you uncover hidden revenue opportunities and improve efficiency throughout your organization.

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