Industries Served

Focused on Financial Services

Doxim’s Customer Engagement Platform (CEP) provides end-to-end modular customer engagement solutions to a broad range of financial service providers including Banks, Credit Unions and Wealth Management firms.

The Doxim CEP is designed so that organizations can take advantage of one aspect of it to solve a pressing customer engagement related business need and then expand from there, leveraging the modular design that allows the individual application services to be adopted in any order, and remain seamlessly integrated.


Banks rely on Doxim’s Client Onboarding and Loan Origination application services to offer customers best-in-class account opening and loan application experiences. They also benefit from Doxim’s statement solutions, used to create, compose and output targeted and personalized customer communications. In the branch and online, Doxim CRM and Business Analytics help staff engage meaningfully with customers, provide great services, and suggest products and services that customers genuinely need.

Credit Unions

For credit unions, providing a great member experience is essential. Doxim solutions help credit unions streamline the internal processes associated with member onboarding, loan origination and tax form preparation, so the focus remains on the member and not on the paperwork. Credit Unions also use Doxim’s statement solutions to create, compose and output targeted and personalized member communications with integrated marketing messages. Doxim CRM and Business Analytics are also essential to many Credit Unions in order to ensure consistent delivery of excellent member experience across all channels and locations.

Wealth Management

Doxim’s Customer Engagement Platform is designed to meet the specialized content delivery requirements of the wealth management and investment brokerage sectors. By providing client onboarding automation, better looking client communications and more flexible and efficient access to online documents like statements and confirms, customer service is enhanced, staff efficiency is improved and bottom line costs for printing storing and mailing hard copy documents are reduced dramatically. Business analytics and targeted marketing campaigns make it easier for wealth management firms to engage meaningfully with clients, increasing their loyalty and maximizing their lifetime value.