Doxim Hosts Annual Client Conference and Networking Event

Doxim Hosts Annual Client Conference and Networking Event

Doxim-ExchangeDoxim® (”), a leading provider of customer engagement and content management SaaS solutions for financial services organizations, today announced that it will host its annual conference and networking event, Doxim Exchange, next week in Toronto. Professionals from leading banks, credit unions, and wealth management firms are attending the event, joined by industry and customer speakers, as well as representatives from partners and sponsors.

The annual event, to be held June 13-15 at the Adelaide Hotel in Toronto’s financial district, provides a unique opportunity for industry leaders and Doxim clients to come together to explore new ideas and solutions, explore product updates, learn from subject matter experts, and discover new strategies to improve customer engagement and drive loyalty.

Doxim Exchange 2018 features 2 themed tracks, one for wealth management topics and another designed with a focus on credit unions and banks. Fifteen breakout sessions, keynote speeches, user groups, and product demonstrations will round out the conference, which will also offer several opportunities for peer networking.

Highlights from the conference will include presentations from Copperfin Credit Union, leaders in digital transformation, and insights from Sarah Rea, Senior Manager, Corporate Social Responsibility at Meridian Credit Union on engaging the next generation of credit union members, plus a sneak peek into a new solution from Doxim. Other areas of focus will include lending automation, customer relationship management, data analytics, and reshaping customer communications for the digital age.

“This year’s Doxim Exchange is going to be our biggest ever,” said Chris Rasmussen, CEO of Doxim. “I’m very pleased with the level of interest we’ve seen in the conference, and it speaks to the fact that financial institutions today are laser-focused on optimizing their customer engagement and eliminating inefficient legacy processes. Our conference will help these institutions compete in today’s challenging financial marketplace by bringing them together with the technologies and ideas they need to succeed.”

Doxim wishes to advise bank, credit unions, and wealth management leaders who have not yet secured their tickets to Doxim Exchange that a few seats remain, and can be reserved here.

About Doxim

Doxim is a leading provider of SaaS customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate 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 account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omnichannel customer experience that delights customers and improves their long-term loyalty. Doxim serves over 1,800 clients throughout North America. Find out more at

For further information, please contact:

Olga Zakharenkava
[email protected]

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