Doxim Inc., (www.doxim.com), North America’s leading provider of web-based e-statement, enhanced statement and document imaging solutions for financial service providers, today announced the delivery of the latest version of its Business Process Manager (BPM) platform, adding a host of new capabilities, including eInsert and inline Newsletter support.
Doxim BPM is designed to streamline the end-to-end process of collecting, marshalling files and data from core financial systems, managing all document composition, conversion, output and routing processes.
This latest version of Doxim BPM expands the flexibility of the platform even further, enhancing Doxim’s overall statement solutions offering. New capabilities include:
eInsert/eNewsletter content can now be dynamically appended to an eStatement at the point it is opened online. This means that clients that have opted out of paper statements can still receive the promotional and informational material that is normally only sent out with paper statements. This improves the reach of marketing campaigns, facilitating real-time online customer interaction via embedded links.
Data Aggregation allows two separate documents to be aggregated into a single print run. Examples might include the in-line printing of a newsletter with a statement, or the aggregation of year-end share certificates with the December statement run, allowing both documents to be printed together and inserted into one envelope vs two. By consolidating multiple documents into one print run, and therefore one envelope, significant savings can be made in mailing costs.
Preference and Data Override
This functionality allows additional data elements to be introduced into the Doxim BPM system prior to the composition process, enriching documents and their contents. Examples include adding a MasterCard Air Miles Points balance directly to a statement, or using CRM data to segment youth accounts or retiree accounts and deliver segment specific marketing message to each group. This provides better targeting for statement based marketing messages and an enhanced customer experience.
To learn more about Doxim Statement Solutions visit www.doxim.com.
“The need to regularly mail statements and other informational documents to customers is a significant cost center for financial service providers” says Chris Rasmussen, President and CEO at Doxim. “So we continually look for ways to help our clients streamline these paper intensive processes. These new BPM capabilities help them to cut costs significantly, while improving overall customer service levels.”
President & CEO, Doxim Inc
Doxim Inc. provides a full suite of enterprise content management products and services that together provide a web-based alternative to the printing and mailing of customer-centric documents such as statements, reports, client records, cheque images, confirms and transaction records. Doxim products and services are used by thousands of clients in the banking, credit union and wealth management sectors and by millions of end users across North America. These organizations work with Doxim to improve their client communications, streamline document access, meet compliance requirements, and reduce the expense, work effort and environmental impact associated with the creation, delivery and archiving of business critical documents. Doxim is a SAS 70 and CICA 5970 certified organization. Find out more at www.doxim.com.
Sean O’Donovan, V.P. Marketing, Doxim Inc.
[email protected] , +1-416-840-9910