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…

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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