Cost-Effective, Convenient Electronic Statements
Go digital to save money
and enhance your customer service
The Easiest Way to Provide Online Statement Access for Your Customers
Offer a higher level of customer service and reduce printing and mailing costs with electronic statements. The Doxim E-Statements solution allows your print documents, like customer statements, reports, and checks to be captured and made available securely though your banking or brokerage portal. This provides both customers and staff with a quick way to access to these documents in a format familiar to the customer.
Doxim eStatements Features
Doxim E-Statements can be designed to look great on any mobile device.
Pre-Built Banking System Integrations
Doxim E-Statements integrates with the key core banking systems for quick and easy implementation.
Easy Access through Doxim ECM
Customers and staff can access e-statements instantly 24/7 through secure, cloud-based Doxim ECM.
Built-in Messaging Zones
Include targeted marketing and service messages right on your e-statements, boosting your cross-sell rates.
Implementing e-statements is a simple way to make a meaningful contribution to your organization’s carbon reduction strategy.
Keep Critical Documents Safe
Storing statements electronically can be an essential part of your disaster recovery and business continuity strategies.
Business-to-business portal to manage every aspect of our partnership in one location with 24/7 access to send transmittals, graphics, and messages to be used on statements.
Optimized mobile platform to view eStatements on any device for omnichannel consumer experience.
Learn Why Customers Choose Doxim
Doxim allows us to think outside the box! They’ve allowed us to come up with ways to reduce internal workload, become more green, and cut costs. And they are almost an “invisible vendor” in the sense that Doxim just handles things without needing too much oversight. In that sense, its a seamless relationship – everything is automated and the work is out of our credit union’s hands, and into those of a trusted vendor.
AVP Information Services/Core Services
The ability to track our statements is a feature I love. I am able to communicate up-to-date statement information to staff, who in turn communicate it to members. We did not have this feature with our previous statement vendor and not knowing when statements were processed or mailed was frustrating. Plus, statements are arriving earlier than ever before, and Prospera members have noticed the difference. We've received compliments on the new statement layout, and how easy it is to read.
Costs of printing were reduced by over 70% and postage costs were reduced by 80% within 6 months. Following a "go green" campaign, we now have an eStatement adoption rate of 94%. Plus, our staff don’t have to leave their desks anymore, there aren’t piles of checks everywhere, and they can access information immediately. It makes the working environment much more efficient!
Member response has been very positive! Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home. Our partnership with Doxim has been a long standing one and they are the first we turned to to investigate and implement. Their direction and commitment to our needs continue to make them the partner of choice.
Doxim saves time with SLAs, which get statements out 3-4 business days earlier! We also experience an immediate cost savings of 15%. Doxim committed to meet targets, and 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
Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.
Vice President of Information Technology
Doxim delivers the full suite of document solutions we need, so it becomes a one-stop shop for us. But even more importantly, their people are as committed to serving us as we are to serving our members. They are willing to commit to our service level and time frames that we require. Now our statements are out sooner, and we're expecting a boost in e-statement adoption as the attractive interface for e-statements is likely to appeal to our members, who have a Silicon Valley mindset.
Vice President Information Technology