Doxim CCM for Wealth Management
Strengthen Investor Engagement and Fortify Your Business
“Doxim committed to meet targets and they 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.”— SVP, Operations & Service, Avisio Wealth
Strong relationships are the key to your business health and longevity – sustaining it over time and spanning multiple generations.
To foster closer connections with clients, get your regulated communications working for you!
Doxim makes it easy to shift from paper to digital and deliver communications that are highly personalized, interactive, and enable better client service and satisfaction.
Let’s discuss your wealth management firm’s unique customer communication needs…
Why Choose Doxim CCM for Wealth Management?
- An expert partner that knows your business
- Committed to future-proofing your communications, now!
- Modern, interactive engagement with HTML, and personalized interactive video
- A resilient network of print and mail operations nationwide
- Enterprise Content Management is your system of record to securely store, e-present, and push digital documents
- Self-serve administration and reporting through an intuitive client portal
Doxim CCM for Wealth Management
Document Generation
Print & Mail
HTML Communications
Business Continuity Digital Business Messages, Notifications
Enterprise Content Management (ECM)
Secure Document Delivery (2FA)
Personalized, Interactive Video
Proxy Service
Client Onboarding (COB)
Provide An Exceptional Investor Experience!
Allow Doxim to enhance and deliver the following document types for your wealth management organization:
Statements
Confirms
Tax
Disclosures
Welcome Kits
Account Opening
Fund Reports
Proxy
Complementary Resources
- Playbook: Generational Approach to Wealth Management Client Communications NEW
- Brochure: Doxim CCM for Wealth Management
- Brochure: Doxim Client Onboarding
- Case Study: Aviso Wealth Makes An Easy Transition To A Single Service Provider
- Case Study: AFP Habitat Increases Conversions with Personalized and Interactive Video Pension Statement
Latest Blog Posts for Wealth Management
Print Mail Communications: Maximizing Impact in a Digital World
Discover 10 actionable strategies to enhance customer communication, boost satisfaction, and create lasting connections using proactive, personalized, and consistent approaches.
10 Ways to Enhance Customer Communication
Discover 10 actionable strategies to enhance customer communication, boost satisfaction, and create lasting connections using proactive, personalized, and consistent approaches.
Staying Ahead of the Curve: Adapting to Customer Communication Preferences
Learn the critical importance for businesses to adapt to evolving customer communication preferences in the digital age.