Enhancing Your Statements, Reports, and Trade Confirmations

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Get a Personalized 1:1 Demo

eBook
The Definitive Guide to
Statement Redesign

Webinar
Winning Strategies for
eStatement Adoption

Best-in-class transactional documents delivered through preferred channels


Your customers value customer communications like account statements, reports, and trade confirmations, and they want them to be clear, easy to review, and available through their preferred channel at their convenience. We can help you satisfy these needs and keep your customers informed about the availability of their documents online. Years of experience in transactional document processing and delivery has allowed Doxim to gain a deep understanding of the imperatives surrounding print and electronic statement and trade confirm output. This has also helped us to develop many value-added statement services that reduce the considerable costs associated with transactional document production and output.

Cut Costs by Taking Statements Online


Reduce the costs associated with printing and mailing statements by moving as many customers as possible to electronic statements. eStatements are a convenient way for today’s connected customers to check their accounts and do business anywhere, 24/7.

Transform Transactional Documents into Sales Vehicles


Anticipate customer needs and proactively offer them products and services that resonate with them. 1:1 marketing messages can be included right on customer statements to drive cross sell/up sell, turning your regulated communications into a vehicle for increased customer engagement.

Improve the Customer Experience with Easy to Understand, Attractive Statements


Decrease customer inquiries and improve the customer experience by making statements easier to understand, with a consistent, professional look and feel. Then deliver them through the customer’s preferred channel, further improving the customer experience.

Want to learn more about Doxim Statement & Reporting?

Doxim Statements & Reporting Features

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Personalized Statement Marketing

Statement marketing is an innovative way for you to improve the effectiveness of your marketing by placing targeted, relevant marketing messages directly onto statements.
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eStatements

Doxim’s e-statement service will save money and enhance your customer service by making it easy for customers to access their electronic statements online securely 24/7.
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e-Notifications

Doxim’s e-notification service lets you automatically notify clients via email when statements, confirms and other documents become available for online access.

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Year End Tax

Doxim Tax pack is an easy-to-use, highly secure service that wraps integrity, flexibility and value around tax form processing, output and delivery, while offering the opportunity for significant savings too.
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Better Looking Statements

Doxim experts can help you redesign your statements so you can enhance the customer experience with easy to read, attractive and colorful statements that look the same in print or online.

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CRM2 Compliant Statements and Reports

Partner with Doxim to create and deliver CRM2-compliant statements and reports that are both attractive and easy to understand.
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Webinar

Winning Strategies For EStatement Adoption

Watch Webinar

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eBook

The Definitive Guide to Statement Redesign

Read eBook

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Case Study

Credential Financial Makes an Easy Transition to a Single Service Provider

Read Case Study

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Brochure

Statements for Financial Service Providers

Download Brochure

See Doxim Statement & Reporting in Action!

Making the most of your transactional documents just got easier! Book your personalized demo now to see how we can help you enhance customer service, increase customer loyalty, and even use document marketing zones to promote cross-sell/up-sell offers.

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