Shift to Digital Documents
“The new eStatement offering has been very well received by our membership. So far, we’ve achieved a 28% overall reduction in costs as a result of the program and we’re not even at 25% adoption yet.”— Encompass Credit Union
Modernize your Customer Experience with ePresentment
Deliver the modern experience your customers desire by shifting them to digital presentment. Deliver PDF or HTML documents with rich information and dynamic, interactive content. Enable customers to access content anytime, anywhere using their preferred digital devices and smartphones.
It’s a win-win for everyone. By shifting to digital you boost customer engagement while reducing your print & mail costs, lowering customer service call volumes and costs, and leveraging virtually limitless opportunities for targeted marketing and revenue generation.
On-Demand Portal Access
Securely share those digital documents through a fully branded customer portal. Our easy-to-use portal provides a flexible, intuitive way to view current and historical documents, notifications and engagement. This Doxim-hosted portal can be fully branded and seamlessly integrated into your digital environments.
Customer Notifications “Your Statement is Ready”
Notify your customers via email or SMS/text when a statement or document is available in the customer portal and ready for viewing.
Customer Notifications “Your Statement is Ready”
Notify your customers via email or SMS/text when a statement or document is available in the customer portal and ready for viewing.
Secure Document Delivery by Email or SMS/Text
Alternatively, share regulatory documents with customers directly by email or SMS for convenient portal-free access.
Provide customers with direct access to any document housed within our secure document archive – leveraging a One Time Password (OTP) for heightened security.
Self-Serve Account Management & Preferences
Give your customers the flexibility and self-serve control to update their account information and delivery preferences when and where they choose. Reduce your support calls and improve customer satisfaction.
Self-Serve Account Management & Preferences
Give your customers the flexibility and self-serve control to update their account information and delivery preferences when and where they choose. Reduce your support calls and improve customer satisfaction.
Securely & Centrally Managed
Leverage a powerful, configurable, cloud-based archive to centralize your documents and ensure they are securely and easily accessible by customers and staff (for customer support).
Accessible and Compliant
Leverage our built-in capabilities to ensure the customer portal and customer documents support assistive technology and deliver accessible content and navigation options for customers with disabilities.
Accessible and Compliant
Leverage our built-in capabilities to ensure the customer portal and customer documents support assistive technology and deliver accessible content and navigation options for customers with disabilities.