Secure Online Content Management

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Winning Strategies to
eStatement Adoption

Case Study
PenFinancial Realizes Significant Savings With eStatements

Facilitate Document Access and Enable E-Documents


Consolidate and share information both internally and with customers, using Doxim Enterprise Content Management (ECM). Your staff can quickly find customer files and associated content from Doxim ECM’s centralized and secure content repository, and you can use it to provide self-service access to customer documents, such as e-Statements, through your customer portal. Doxim ECM even supports the e-signing of documents, so you can take your signing processes online securely.

Improve the Customer Experience and Enable E-Signing


Improve customer service levels with self-service capabilities, so customers can access their documents securely 24/7. Make their lives easier with e-signatures, so they don’t have to travel to a branch or office to sign documents. And make it easier for staff to offer great service, by putting all relevant documents right at their fingertips.

Increase Security and Streamline Document Access


Ensure content security and access rules are maintained in accordance with regulatory mandates, and keep documents backed up in state of the art data centers. Online content access will also optimize how documents are stored, shared and accessed across all departments and branches.

Reduce Costs and Your Carbon Footprint


Reduce paper, postage and hard-copy storage costs by offering your clients secure access to electronic documents. Reducing reliance on paper also allows you to contribute effectively to corporate environmental strategies.

Want to learn more about Doxim Enterprise Content Management?

Doxim ECM Features

E-signing workflows

Doxim ECM makes e-signing simple by routing the documents needing a signature into the e-signature workflow, then brings them back fully signed, into the repository.

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Advanced Permissions and Security

Doxim ECM uses dynamic, rules-based access to allow you to decide who can view, modify, create, delete, and administer documents and content at both user and group levels.

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Seamless Integration With Existing Systems

Doxim ECM integrates easily with all existing back-end systems including banking and brokerage platforms, online banking and brokerage portals, and account and loan origination systems.

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Rapid Deployment, Hassle-Free Maintenance

Doxim’s unique, multi-tenant cloud platform lowers the barrier of entry to content management, getting you up and running fast and allowing you to manage both your content and your IT budget intelligently.

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Business Portal Integration

Doxim’s ECM interfaces with your brokerage or banking portal to enable secure -Document access for clients and staff members through a familiar interface.
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Document Imaging

Doxim Document Imaging combines robust document scanning and indexing with a friendly user interface, so you can upload your documents to Doxim ECM as efficiently as possible.
Learn More →

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Case Study

G&F Financial Group Reduces its Carbon Footprint with ECM

Read Case Study

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Webinar

Winning Strategies for eStatement Adoption

Watch Webinar

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Case Study

PenFinancial Realizes Significant Savings With EStatements

Read Case Study

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Brochure

Doxim Enterprise Content Management

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See Doxim ECM in Action!

Make the switch to a highly scalable, secure, SaaS approach to content management. Book your personalized demo now to see how it can help you reduce costs and increase staff efficiency.

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