Doxim Ranks on the 2020 WealthTech 100 List of Companies Transforming the Global Investment and Banking Industries

April 28, 2020

The WealthTech 100 identifies the most innovative technology solution providers for asset managers, private banks, and financial advisors, as ranked by an expert panel



Doxim (www.doxim.com), the leading customer communications and engagement technology provider serving financial and regulated markets, today announced its continued presence on the prestigious WealthTech 100 ranking, an annual list of the world’s most innovative technology solution providers for asset managers, private banks and financial advisors overseen by FinTech Global, a specialist research firm. A full list of the WealthTech100 can be found at http://www.WealthTech100.com.

Doxim was selected from a list of over 1,200 companies by a panel of analysts and industry experts, who reviewed the features and functions of its innovative client onboarding solution. Doxim Client Onboarding offers automated, digital onboarding that minimizes data entry, reduces NIGO rates to nearly zero, and improves compliance documentation while ensuring a superior customer experience.

“In uncertain times, customer engagement is the key to lasting success for wealth management firms,” said Michael Rogalski, President and CEO of Doxim. “Innovative technologies like our client onboarding and omnichannel customer communications solutions allow wealth management firms to delight customers, increase revenue, and enhance productivity as they bring more of their business processes online. At a moment when in-person interactions are necessarily curtailed, the right technology stack to support digital channels matters more than ever.”

“Established investment firms, private banks and advisors need to be aware of the latest innovation in order to remain competitive in the current market, which is heavily focused on digital distribution and transformation initiatives,” said Richard Sachar, director of FinTech Global. “The WealthTech100 list helps them do just that and identify new business models which will have lasting impact on the industry.”

About Doxim:

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

Media Contact:

Susan Henry
Doxim

905-475-9876 ext. 4020

April 28, 2020