Doxim CCM for Wealth Management

Strengthen Investor Engagement and Fortify Your Business

Digital document generation

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
Digital communication management solutions

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

“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

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