Doxim CCM for Banks
Reduce Omnichannel Complexity and Improve Engagement
“Thanks for successfully deploying the COVID template (for crisis messaging) at your end. On behalf of my team and Barclay’s Personal Finance, a massive thanks to you and to everyone involved who has made this possible for us.”— Campaign Manager, Barclays Personal Finance
In today’s complex technology environment, it takes many pieces to create a seamless customer experience. Managing multiple vendors and disparate systems increases your complexity, risk, and costs.
Doxim provides an integrated, all-in-one platform and a single view of the customer. With one platform, at one price, with many channels, Doxim makes omnichannel engagement a reality.
Let’s discuss your bank’s unique customer communication needs…
Why Choose Doxim CCM for Banks?
- A single, comprehensive platform for omnichannel regulated communications
- Resilient network of print and mail operations nationwide
- Modern, interactive engagement with HTML and personalized interactive video
- Targeted cross-sell campaigns through email marketing, marketing onserts, and customer portal campaigns
- Enterprise Content Management is your system of record to securely store, e-present, and push digital documents
- Self-serve administration and reporting through an intuitive client portal
Doxim CCM for Banks
Document Generation/Composition
Print & Mail
HTML Communications
Accessibility/ADA
Targeted, Personalized Onserts
Enterprise Content Management (ECM)
Customer Experience Portal (CXP)
Secure Document Delivery (2FA)
Self-Serve Correspondence & Letters
Personalized, Interactive Video
Direct Marketing
Allow Doxim to Enhance and Deliver the Following Document Types for Your Bank:
Statements
Notices
Tax
Checks
Coupons
Complementary Resources
- Whitepaper - The Definitive Guide to Statement Redesign for Banks NEW
- Playbook - Unlocking the Future of Banking: Embracing a Mobile-First Approach NEW
- Brochure - Doxim CCM, Future-Facing Customer Communications Management Solution
- Brochure - Streamlining Tax Form Processing
- Whitepaper - How to Strengthen Your Customer Relationships with Opti-Channel
Memberships and Associations
Lastest Blog Posts for Banks
What Are Executives Saying? AI in CCM ‘Must-Haves’ in Highly Regulated Industries
The polling results from our AI showcase and customer demos revealed our priorities: what is critical, and what is important for Doxim AI to achieve.
Doxim’s Top 2026 Banking Customer Communications Trends
Explore the latest trends in banking customer communications. From hyper-personalization to enhanced omnichannel strategies, explore how financial institutions can stay ahead by addressing evolving customer needs. Stay informed on key banking customer communications trends shaping the future.
The Resurgence of Print Mail: A Vital Tool for Customer Communication
Print mail is here to stay! Learn about print mail’s unique advantages and how to leverage them to create meaningful customer connections that get results. Read it now.