Customer Engagement

Customer Engagement Management Platform

Doxim’s CEM Platform enables organizations to transform legacy processes to digital interactions and engagement

Watch  | One View of all Customer Data

Discover the power of a customer engagement platform.


Brochure  |  Doxim Customer Engagement Platform

The way your clients expect to engage with your institution is changing from traditional, employee-assisted channels to on-demand channels.


Read  |  5 Practical Ways to Improve Customer Experience

The widening gap between your customers’ expectations of a perfect digital relationship and your ability to deliver it is threatening your business and putting customer relationships at risk. Here are 5 practical ways to improve your customer experience.

Customer Engagement Platform

It all begins with the core banking system, the hub of all financial institutions.  These systems are a treasure trove of data, but they don't do everything needed to fulfill a great customer experience.  That’s where Doxim comes in.

Doxim augments the core banking system with a suite of solutions that span the customer lifecycle and are designed to create a more engaging customer experience. From personalized welcome kits and statements, to targeted multi-channel marketing, Doxim takes every routine customer interaction and makes it more personal and more engaging.

Designed specifically for Financial Services Institutions, including wealth management firms, banks and credit unions, Doxim CEP delivers a suite of integration solutions that span the customer lifecycle to create a more engaging customer experience. Integrated into your core banking system, Doxim CEM provides a modular software platform that enables organizations to start with a single solution but plug in others over time to create a comprehensive integrated suite.

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Customer Engagement Platform infographic

Account Opening & Client Onboarding

Automatically guide the account opening process, allowing your customer-facing teams to focus on building client relationships and uncovering sales and service opportunities, rather than shuffling forms and papers. Read more...

Doxim Loan Origination

Offers a superior customer experience with a paperless loan application process. The application includes integrated e-signing and leverages automated decisioning to speed loans to completion. Read more...

Doxim CRM

Helps you capture key customer data across multiple channels, as well as aggregate data from all your backoffice systems. This helps better understand your existing clients, provide them with holistic financial advice, and target them with relevant products. Read more...

Doxim Campaign Management

Helps you design and launch powerful, targeted campaigns and deliver them via your clients’ preferred communications channel, including placing campaign ads onto their statements. Read more...

Doxim Statements & Reporting

Helps convert your statements from compliance documents to fully-fledged marketing vehicles; composed, processed, and delivered via your clients’ preferred channel. Read more...

Doxim Content Management

Provides archival, search, and retrieval for high-volume compliance documents such as bank and brokerage statements, trade confirmations, and tax forms. It enables easy and secure document access via online customer portals.