National Bank Independent Network (NBIN) Vision Conference

The Ritz-Carlton | Toronto, ON | October 4-5, 2023

Chat with our CCM expert

Curly Lippa

Curly Lippa

Director of Sales, Wealth

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. As your expert partner, we understand your unique needs. Our solutions future-proof your communications with modern, personalized interactive video and HTML engagement. With a robust and resilient network of print and mail operations spanning the nation, we can also guarantee timely and efficient delivery of critical communications. Securely store, e-present and push digital documents with our Enterprise Content Management system and enable self-serve administration and reporting through an intuitive client portal. Elevate your communication strategy now with Doxim CCM!

Explore Our Resources

Doxim CCM for wealth management brochure

Doxim CCM for Wealth Management

Regulated communications from an expert service provider.

Doxim Client Onboarding brochure

Doxim Client Onboarding

Streamline client onboarding to improve the client experience.

5 Ways Personalized Video Optimizes Onboarding in Wealth Management

Gain a Competitive Edge with Personalized Video

5 ways personalized video optimizes onboarding in wealth management.

Generational Approach to Wealth Management Communications

A Generational Approach to Wealth Management Communications

Meet the changing communication preferences of every generation with your organization’s communications.

Aviso Case Study

Aviso Wealth Case Study

Aviso Wealth makes an easy transition to a single service provider.

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

TradeStation Securities Selects Doxim CCM

Doxim powers client communications across multiple channels.

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