Business Portal Integration for eDocument Access

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Your Credit Union achieved major cost savings with Doxim ECM

Enabling Mobile & Online Content Access


Your customers expect real-time access to their financial documents from anywhere, including their laptops and mobile devices. Doxim business portal integration offers a simple and elegant way to make your portal into a one stop shop for secure document access, so your customers can access these documents easily through your secure, branded banking or wealth management portal. The same technology can also be used to empower mobile advisors who want to access libraries of documents at the touch of a button rather than than having to carry around hard copies.

Secure, Customizable Access to Documents


Our flexible, robust and, above all, secure, web services API (Application Programming Interface) makes portal integration easy. Whether you just need a simple window into the Doxim ECM to access recently uploaded statements or a full HTML-based branded customer experience, we can help you get there. Rules-based access secures your documents, so customers and staff can only view documents they have been authorized to access.

Paperless Financial Services Realized


To realize your vision of going paper-free, you need a simple but secure way for your customers to access their electronic documents. With Doxim Portal Integration, you can make the documents available through your current portal, so customers can complete all their banking, including statement review, with a single sign-on.

Mobile service simplified


If you want to improve the customer experience by sending advisors or lenders to meet with customers at their home or place of business, you’ll need to be sure they can access documents electronically wherever they are. Doxim portal integration can help you make all your forms and documents available to them immediately on their tablets, so they can leave the briefcase at home.

Want to learn more about enabling mobile and online content access?

Doxim Business Portal Integration Includes

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Mobile Friendly Document Access

Responsive design offers real-time access to financial documents from anywhere, on PCs, smartphones or tablets.

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Access to Archived Documents

Reduce costs and improve the customer experience by giving customers instant access to an archive of their statements, so they don’t have to request and wait for reprinted copies.

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Single Point for Customer Contact

Allow customers to access e-documents using the same branded portal they use for other banking or money management activities.

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Secure, Rules-Based Access Model

Using Doxim’s rules-based security, you determine exactly which e-documents users can and cannot view through the portal, ensuring the security of your business-critical documents.

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Paperless Document Access for Mobile Advisors and Lenders

Integrating Doxim ECM with your banking or brokerage portal allows advisors to access a library of forms and documents securely while on the road.

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Pre-built Integrations to Banking Systems

Connect immediately to 20+ banking portals for seamless secure document access, or use a secure, web services API to make new integrations quick and easy.

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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

Your Credit Union achieved major cost savings with Doxim ECM

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.

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