All Your Statement, Reporting, and Customer Communications Needs

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.

Want to learn more about Doxim Statement & Document Solutions? TELL ME MORE

Doxim Statement & Document Solutions Features

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.

Learn More

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.

Learn More

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.

Mobile Access

Optimized mobile platform to view eStatements on any device for omnichannel consumer experience.

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.

Client Portals

Business-to-business portal to manage every aspect of our partnership in one location with 24/7 access to send transmittals, graphics, and messages to be used on statements.

Learn More

Accessible Documents

Provide HTML and PDF accessible documents through the Doxim Accessible Portal to meet ADA and ACA compliance requirements.

Request a Demo

Mail Tracking (U.S.)

Doxim can enable a variety of tools to track mail through the USPS®, both outbound and inbound, including managing mail deemed undeliverable.

Statement & Reporting Capabilities for Wealth Management

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.

Learn More

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.

Learn More

Proxy and Meeting Services

Leveraging a consultancy approach, Doxim provides end-to-end Proxy and Meeting Services to assist financial institutions with the planning and execution of proxy projects.

Learn More

Welcome Kits

Personalized to the investor, from your advisor, a professionally-produced welcome kit contains all of the critical information your client needs and expects after opening an account.

POS Fund Facts for National Instrument 81-102

We provide a unique combination of industry experience, expertise, and proven architecture to deliver a complete solution for stages 1, 2 and 3 of the CSA Amendment.

Learn More

MRFP & Fund Financial Statements

Your partner for the delivery of your MRFP & Fund Financial Statements as required by NI 81-106.

Learn More

Secure, Reliable, Certified

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.

Client Success

This was one of the largest and most complex proxy mailings ever undertaken by Dynamic, encompassing approximately 1.7MM security holder records and delivering almost 1MM individual packages. I think it’s fair to say that our demands were anything but ordinary and that your team stepped up to the plate to deliver solutions that were compliant, cost-effective, and doable, that ultimately lead us to execute a very successful meeting. At project close, the level of response, attention to detail, and flexibility shown to us were exceptional and superior to our experiences with other vendors. We were able to realize significant savings versus budget, due in large part to having worked with this company.

Costs of printing were reduced by over 70% and postage costs were reduced by 80% within 6 months. Following a "go green" campaign, we now have an eStatement adoption rate of 94%. Plus, our staff don’t have to leave their desks anymore, there aren’t piles of checks everywhere, and they can access information immediately. It makes the working environment much more efficient!

Member response has been very positive! Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home. Our partnership with Doxim has been a long standing one and they are the first we turned to to investigate and implement. Their direction and commitment to our needs continue to make them the partner of choice.

Doxim saves time with SLAs, which get statements out 3-4 business days earlier! We also experience an immediate cost savings of 15%. Doxim committed to meet targets, and succeeded consistently. As an executive sponsor, I was very satisfied. In all areas Doxim met or exceeded expectations. We had positive client feedback, with immediate uptake of e-presentment over print options.

Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.

Doxim delivers the full suite of document solutions we need, so it becomes a one-stop shop for us. But even more importantly, their people are as committed to serving us as we are to serving our members. They are willing to commit to our service level and time frames that we require. Now our statements are out sooner, and we're expecting a boost in e-statement adoption as the attractive interface for e-statements is likely to appeal to our members, who have a Silicon Valley mindset.

We primarily use Doxim for statements, statements, notices, marketing fulfillment, marketing pieces. A great company to work with, incredibly responsive, really happy with them. Doxim is always receptive to our customization requests! We like to push the envelope a bit in how we deliver our marketing messages, and they are with us all the way.

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

See Doxim’s Statements & 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. If you have questions, our product specialists would love to answer them. Give us a call at 1866 475 9876.