Introducing Doxim AI.

The future of customer communications is here.

Embedded AI across every channel, every document, every interaction. Built for the regulated institutions that can't compromise on security, accuracy, or brand.

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STATEMENT
June 1 — June 30
Opening$4,200
Activity+$3,500
Charges$2,840
Ending$4,860
FOR YOU
Save $1,200
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Document
Doxim AI
REFI35-50
Generating
FOR YOU, SARAH
Refinance & save $1,200/yr
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WELCOME, JOE
First home, savings start at 1.99%
APPLY
RETIREMENT PLAN
Maximize your investments this year
REVIEW
Onsert
FOR YOU
Refinance, save $1,200
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Personalized
Doxim AI
Click to explore
Conversation
DocumentStatements, EOBs, invoices, policies
Doxim AIGrounded, governed, on your data
OnsertImage, copy, segments, CTA
PersonalizedPlaced for the right customer
ConversationClick to explore the chat
Step 1 of 5
It starts with the document

Doxim AI is grounded in the actual communication your customer receives, not a generic knowledge base.

Step 2 of 5
AI embedded inside your platform

The AI layer runs natively within the Doxim communications platform. It reads, understands, and reasons over your document data inside your existing security and compliance perimeter.

Step 3 of 5
Personalized inserts, generated on demand

Doxim AI replaces the static onsert and multi-week production cycle with on-brand communications generated the moment you need them. Copy, imagery, and offers — ready now.

Step 4 of 5
The right message for the right customer

The personalized onsert is placed directly in the customer's communication, at the exact moment in their journey when it's most relevant. Increase engagement and conversion.

Step 5 of 5
The document becomes a conversation

The customer engages directly with their document through a secure, AI-powered conversation. Get clear answers and take action without ever leaving the channel.

Click any step to explore
What's Now Available

Two AI use cases. One unified communications platform.

Doxim AI extends across both sides of your communications operation: the moment your customer opens a statement, and the moment your team produces the next one.


Use Case 1
Secure, conversational AI for your customers

Every statement becomes a conversation.

Doxim's customer-facing AI turns every communication you send — print or digital, statement or letter, EOB or notice — into an intelligent, secure conversation. Across every channel. In your brand voice. Grounded in the customer's actual document.

What it unlocks
  • Every document. Every channel. One conversational layer across print, digital, portal, app, PDF, and print QR.
  • Grounded in the real document. No hallucinations. No generic answers. Every response is anchored to the customer's actual document.
  • No PII or PHI accessed. Customer privacy is preserved by design, not by policy alone.
  • Action in the same flow. Questions resolve into payment, enrollment, self-service, and agent handoff, without leaving the conversation.
  • Secure by design. Embedded in authenticated channels. Audit trails preserved. Compliance controls enforced.
  • Your brand. Your voice. Calibrated to your institution, not a generic AI that could belong to anyone.

Use Case 2
Personalized communications, generated on demand

End the design queue. Personalize at the speed of your business.

Doxim's staff-facing AI replaces the static onsert and the manual production cycle with on-brand communications generated on demand. Copy, imagery, layout, and offers, ready when you need them.

What it unlocks
  • Immediate personalization. Tailored communications produced in the moment, not in a multi-week cycle.
  • Your brand. Your assets. No stock photos. No design agency cycles. Every output reflects your institution.
  • End of the production queue. Weeks of work compressed into hours.
  • Reach more segments. Because the cost of personalized production drops, bespoke content is practical at every segment level.
  • Onsert performance, transformed. Personalized content outperforms static, every time.
  • Hyper-personalization at scale. Push past traditional segmentation toward content that adapts to context, channel, and audience, on demand.
Embedded AI & Security

Built Differently

Doxim AI isn't a chatbot bolted onto your channels. It's embedded directly inside the communications platform you already trust with the security posture that regulated organizations require.

Embedded, not bolted on

Doxim AI lives inside your existing CCM, payment, and channel infrastructure. No parallel systems. No new vendors to vet. No fractured customer experience.

Grounded in your data

Anchored to your actual customer communications, your brand assets, and your business rules, not a generic model trained on the internet.

Secure by design

Authenticated channels. Encrypted data paths. Enforced data boundaries. Full audit trails. Built to satisfy the controls your CISO, compliance team, and regulators already require.

Compliance-aware

Designed for the regulatory realities of every industry we serve: financial services, healthcare, utilities, and beyond.

The Four Drivers

Innovation, anchored to outcomes.

Every Doxim AI capability ladders up to one of four outcomes that matter to regulated institutions.

Deflect calls

Direct margin improvement. Every avoided call drops straight to the bottom line.

Accelerate payments

Reduce DSO, lower delinquency, and drive faster cash conversion.

Eliminate manual work

Headcount reallocation and faster time-to-market for every communications campaign.

Drive conversion

Cross-sell, upsell, autopay, and digital adoption opportunities in the moment it matters.

Be Among the First

Join the Doxim AI Program.

A select group of institutions across the industries we serve will help shape the next chapter of Doxim AI. Eight weeks, active partnership, and first access to what's coming next.

Apply for the Doxim AI Program

Apply for our AI Program

Complete the form below and a Doxim team member will follow up.

FAQ

Common questions about Doxim AI.

Our two flagship products

Product What it does
Doxim Clarify Customer-facing AI Q&A that drops into any portal you choose, on any document type, with questions embedded on top of the content.
Doxim Onsert Generator Generative inserts and onserts for any entity that uses marketing inserts, not limited to statements of a fixed size or to a single format.

We guide you through both, from first demo to launch.

Doxim AI is embedded directly inside the communications and channel infrastructure your institution relies on, across the portals and documents you already use. It is not retrofitted by a general-purpose AI vendor. It is grounded in your real customer documents, tuned for regulated industries, and built by Doxim.
Doxim AI is built for regulated institutions from the ground up. Authenticated channels, encrypted data, enforced data boundaries, full audit trails, and a compliance posture aligned to the industries we serve.
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