Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations.
Detroit, MI – May 2, 2023
Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced today that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self-clearing online brokerage for trading stocks, ETFs, options and futures that aims to offer the ultimate trading experience, has selected Doxim Customer Communications Management (CCM) to power client communications across multiple channels.
Doxim CCM is an omnichannel customer communications platform that 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 a suite of plug-and-play, integrated, SaaS software and document technology solutions.
TradeStation will use Doxim CCM to streamline operational processes in the creation, delivery, tracking and archival of physical and digital client account statements. The platform will also allow TradeStation to have a single view of all account client confirmations and statements across all asset classes to improve client servicing while fulfilling its clients’ expectations for more modern digital communications.
“We are committed to providing innovative tools and are focused on delivering the ultimate trading experience to our clients,” said John Bolek, Senior Vice President, Trading and Post Trade Operations at TradeStation. “Doxim CCM will provide a critical communications element of our solution and help us continue to deliver value to traders and investors today and well into the future. The platform also includes a variety of essential tools to allow us to monitor the creation and delivery of our statements so we can ensure investors and traders get the right message through their preferred channel, every time.”
“Doxim’s broad range of omnichannel communication capabilities make investor communications more relevant, personal, and timely while providing self-managed control and oversight into the entire process,” said Michael Hennessy, Chief Revenue Officer at Doxim. “Doxim has a long history of providing leading-edge communication solutions to companies in the Fintech, Wealth Management and Financial Services spaces, so we are uniquely positioned to support TradeStation as it continues to empower its clients to unlock their full trading and investment potential.”
About Doxim
Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities, and healthcare. Doxim provides omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Its software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.
About TradeStation Securities, Inc.
TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC, NFA & CME) is a subsidiary of TradeStation Group, Inc. that offers self-clearing equities, options, futures, and futures options brokerage services as a licensed securities broker-dealer and futures commission merchant (FCM) and is a member of major equities and futures exchanges in the United States.
About TradeStation Group, Inc.
Founded in 1982, TradeStation Group companies provide innovative fintech tools and are focused on delivering the ultimate trading experience to its clients. TradeStation provides award-winning* trading and analysis platforms and self-clearing online brokerage services for stocks, ETFs, equity and index options, commodity and financial futures, futures options, and digital assets. These trading platforms are accessible on desktop, web, and mobile devices, as well as via API technologies that provide seamless access to TradeStation’s brokerage environment through third-party platforms. TradeStation’s offerings also include deep and growing learning content designed to hone the skills of seasoned traders. In 2022, TradeStation commissioned the Miami Bull, an 11-foot, 3,000-pound statue, presented in Miami to both honor the city and champion the latest fintech technologies that have emerged around the world, including the emergence of blockchain, cryptocurrency, and decentralized finance.
TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC, NFA & CME) is a subsidiary of TradeStation Group, Inc. that offers self-clearing equities, options, futures and futures options brokerage services as a licensed securities broker-dealer and futures commission merchant (FCM) and is a member of major equities and futures exchanges in the United States. TRADESTATION SECURITIES, INC. IS A MEMBER OF NFA AND IS SUBJECT TO NFA’S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT THE NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS. TradeStation Crypto, Inc. is a subsidiary of TradeStation Group, Inc. that offers self-clearing cryptocurrency brokerage services under federal and state money services business, money-transmitter and similar registrations and licenses. TradeStation Crypto, Inc. is not subject to NFA’s regulatory oversight and examinations.
* Visit TradeStation.com/Awards for more information.
