Doxim (www.doxim.com), the leading customer communications and engagement technology provider serving financial and regulated markets, today announced that it has ranked on the WealthTech 100 list of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts and undertaken by FinTech Global, a data and research platform. Doxim was selected from a pool of over 1000 applicants after the expert panel reviewed its innovative digital client onboarding solution.
Through the digitization and automation of workflows, forms, and business rules, plus data checking and approval processes, Doxim Client Onboarding quickly and easily transforms paper-based applications into elegant online processes. This automation reduces the number of steps taken to open an account by up to 70%, ensures accuracy through embedded business rules, and drives significant cost savings. The technology can also be leveraged to streamline and digitize the highly manual, cumbersome, and costly securities-backed lending process.
“Today’s wealth and asset management firms compete on client experience, and to provide an engaging customer experience that builds loyalty, they need the right underlying technology,” said Doxim CEO Chris Rasmussen. “Doxim Client Onboarding is designed to handle all the complexities of account opening, transfers, and securities-backed loan origination, so advisors can use their time to focus on delighting customers and identifying wealth-building investment opportunities.”
FinTech Global director Richard Sachar said, “With the rise of mobile and digital distribution channels, new business models and personal finance consumer propositions, the wealth management industry is undergoing a huge change.” “The WealthTech 100 companies offer solutions that enhance functions across the entire investment value chain, including client acquisition, portfolio management, investment planning, and risk management.”
Doxim is the customer communications and engagement technology leader serving financial and regulated markets, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. The Doxim Customer Engagement Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and document technology solutions. Learn more at www.doxim.com.
About FinTech Global:
FinTech Global offers the most comprehensive data, the most valuable insights and the most powerful analytical tools available for the global FinTech industry. We work with market leaders in the FinTech industry – investors, advisors, innovative companies and financial institutions – and enable them to get the essential intelligence they need to make superior business decisions. We cover every industry development, every investment, every exit and profile of every company in every FinTech sector around the world. For more information, please visit: www.FinTech.Global