Doxim Launches New Version of Doxim CRM

Doxim Launches New Version of Doxim CRM

Doxim (, a leading provider of Customer Communications Management software for the financial services industry, today announced the release of a new version of Doxim CRM. This latest version extends the functionality of Doxim CRM with many exciting new features that allow clients to better manage their customer contacts, marketing campaigns and associated reports.

“Doxim CRM was designed with the needs of financial services firms in mind, and we work closely with our user community to ensure that every release meets the evolving needs of this sector,” said Chris Palmer, V.P. Product Vision & Strategy at Doxim. “This latest version of Doxim CRM will make it easier than ever for firms to manage multi-channel, personalized client communications and track their efficacy.”

This release provides 30 enhancements that were requested by the very active Doxim CRM user community.  Contact management received a wide variety of usability improvements, reducing the effort required to maintain accurate contact information.  There is also a much-anticipated new utility that allows firms to generate documents (like term renewal letters or other routine communications) for multiple clients at a time. This utility will significantly reduce the effort associated with document generation, increasing operational efficiency, reducing costs, and freeing staff to focus on improving the customer experience.

Doxim CRM now offers firms a central location to capture how clients have consented to receive emails or chose to opt out of them. “This feature was requested by Doxim CRM users, who recognize the importance of keeping their email communications compliant with Canada’s anti-spam legislation (CASL),” notes Stew Baillie, VP of Product Management at Doxim. “We’ve enhanced the email preference management capabilities of Doxim CRM to help them meet these regulations and ensure they communicate with their clients through their preferred channels.”

About Doxim:

Doxim is a leading provider of Customer Communications Management software for the financial services industry. These solutions are used by banks, credit unions, wealth management and investment brokerage firms to create, manage and deliver business-critical customer communications more efficiently and cost effectively, enhancing their customers’ experience. Doxim’s solutions help these organizations improve customer communications, streamline document access and meet the stringent compliance requirements associated with transactional document processing. Find out more at

For further information:

Media Contact:

Sean O’Donovan , E.V.P. Products & Customer Delivery, Doxim
[email protected], +1(416) 840-9910

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