Doxim Acquires Roler Data

by | Sep 16, 2015

Doxim (, a leading provider of customer engagement software for the financial services industry, today announced that it has acquired Roler Data of Mississauga, Ontario.  Roler Data provides electronic document composition, processing, delivery and archiving services to a wide array of financial customers.

“Bringing Doxim and Roler together will allow us to better service our combined customer base,” said Chris Rasmussen, Founder & CEO of Doxim. “We look forward to maintaining Roler’s high performance standards for all its customers and introducing them to the broad portfolio of integrated solutions that form the Doxim Customer Engagement Platform.”

Credit unions, wealth management firms, and banks of all sizes are looking to deliver a high quality, consistent customer experience across their branch, online and mobile channels.  They are seeking to reduce the escalating cost of physical document processing and delivery, while building deeper customer intimacy and creating new opportunities to serve their clients, through the digital channel of their choice.

Doxim’s Customer Engagement Platform (“CEP”) is at the forefront of this shift.  Every contact with a customer, regardless of channel, is an opportunity to exceed or disappoint expectations.  Doxim’s CEP is a unified, end-to-end platform for customer engagement, delivered on a SaaS basis.  From automated customer onboarding, through improved, personalized communications, to anytime, anywhere content access, the Doxim CEP transforms the customer experience.

“Solutions like Doxim’s play a valuable role in the transformation of the financial services marketplace,” said Bob Morse, Chairman of Doxim and Co-Founder of Strattam Capital. “This acquisition will enable us to better serve the industry, and we are excited about the combined future of the businesses.”

With the acquisition of Roler Data, Doxim adds approximately 85 financial services clients, including more than 60 credit unions/banks, with over 1.5 million retail customers.  Doxim’s growing customer base now comprises more than 550 financial institutions servicing more than 8 million retail customers and includes 5 of the top 10 largest Credit Unions in Canada.

“I am very excited that Doxim and Roler are coming together as one company,” said Roger Le Roy, CEO of Roler Data. “The two companies know each other well and Doxim understands our business perhaps better than anyone else. I know I am putting my staff and customers in the very best hands.”

About Doxim:

Doxim is a leading provider of SaaS-based customer engagement software for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. Find out more at

For further information:

Media Contact:

Sean O’Donovan , E.V.P. Products & Customer Delivery, Doxim
[email protected], +1(416) 840-9910

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