Doxim Unveils New SaaS Customer Engagement Platform

Toronto, October 7th, 2015

Helps Doxim clients transform their customers’ experience

Doxim (, a leading provider of customer engagement software for the financial services industry, today unveiled a new positioning for its financial services-centric application suite, fully integrating it into a SaaS Customer Engagement Platform.

Applications integrated into the Doxim Customer Engagement Platform address key digitization challenges, from client onboarding automation through improved, personalized communications to anytime, anywhere content access, tailored to their customers’ channel preferences. Digitization eliminates the costs of traditional paper-based manual processes and enables organizations to cost-effectively provide an omni-channel experience that delights their customers and improves their long-term loyalty.

“Our financial services clients tell us that the climate of low interest rates and increased regulatory pressure, coupled with the arrival of new, non-traditional financial service competitors, makes building stronger customer relationships a top-of-mind concern,” said Chris Rasmussen, President and CEO of Doxim. “Our new Customer Engagement Platform integrates our applications seamlessly, and is designed to help our customers transform their own customer’s experience across all channels and throughout the customer lifecycle.”

To mark this significant milestone in Doxim’s product direction the company has also rolled out a new, contemporary brand identity, accompanied by a new tagline that speaks directly to the way Doxim’s solutions help its clients improve their own customers’ experience.


“Our new wordmark and tagline herald a new era at Doxim, as we focus on expanding the adoption of our Customer Engagement Platform across all our markets,” said Sean O’Donovan, EVP Products & Customer Delivery at Doxim. “The contemporary design speaks directly to Doxim’s brand positioning as a progressive provider of customer-centric SaaS applications for the North American financial services marketplace”

Doxim’s new platform positioning and new logo are both showcased on Doxim’s new web site at

About Doxim

Doxim is a leading provider of SaaS-based customer engagement software for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. Find out more at

Media Contact

Sean O’Donovan , E.V.P. Products & Customer Delivery, Doxim
[email protected], +1(416) 840-9910

Toronto, October 7th, 2015