Proxy & Meeting Services

Expertise and experience to assist you
with the planning and execution of your proxy project

Your All-in-One Proxy Solution

Doxim is the trusted proxy services partner for many top tier financial institutions in North America. Doxim has the expertise and experience to assist you with the planning and execution of your proxy project. Beginning with the review of your critical dates and project deliverables, we create a detailed project plan and provide consultation to ensure that your team understands all of the options available.

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Learn Why Customers Trust Doxim

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

This was one of the largest and most complex proxy mailings ever undertaken by Dynamic, encompassing approximately 1.7MM security holder records and delivering almost 1MM individual packages. I think it’s fair to say that our demands were anything but ordinary and that your team stepped up to the plate to deliver solutions that were compliant, cost-effective, and doable, that ultimately lead us to execute a very successful meeting. At project close, the level of response, attention to detail, and flexibility shown to us were exceptional and superior to our experiences with other vendors. We were able to realize significant savings versus budget, due in large part to having worked with this company.

To make it easier to offer these unique loans within a tight timeframe, we required a fully integrated lending platform, so the application and approval process are completed seamlessly and quickly. We chose Doxim solutions because of their flexibility and ease of configuration. Doxim’s products will let us bring automated SBLOC provision to the market faster than any other vendor we reviewed.

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

The staff at Doxim are easy to work with, respond efficiently and effectively and consistently demonstrate that they really understand our business needs. Doxim committed to meet targets, and succeeded consistently. In all areas Doxim met or exceeded expectations.

Ready to Start a Conversation?

Ready to see why hundreds of banks wealth management firms and mutual fund dealers and manufacturers choose the Doxim as their vendor of choice? Book a meeting and we’ll show you how Doxim can help deliver all your financial communications.