THE NEW FRONTIER OF 

CUSTOMER EXPERIENCE (CX)

Request a Demo

Doxim Copyright 2020

Customer expectations for seamless, connected, personalized experiences will only continue to rise! Your company's relationship with customers must now be more personalized and connected than ever to win their loyalty. The great news - you can now tap into innovative SaaS technology to enable this transformation!

Doxim Customer Communications Management (CCM) platform enables marketers and customer experience leaders to deliver personalized, targeted communications through every channel and in any format. From transactional communications such as account statements and notices, to self-serve ad-hoc letters, you can create a single view of the customer for better service and a seamless experience for customers via the channel of their choice.

Transactional & Ad-Hoc Communications in Any Format

Learn More

MARKET WITH DOCUMENTS READ EVERY DAY

ENGAGE THROUGH EVERY CHANNEL, IN ANY FORMAT

STRONG BRAND AND CONSISTENT CUSTOMER EXPERIENCE WITH STATEMENT DESIGN

Create better-looking statements, print in full color, deliver via a channel of choice, get analytics on engagement – all with Doxim as one trusted partner. We can help with statement redesign and provide you with technology that will help carry your brand image throughout all other communications.


And remember, Doxim delivers via all channels - print and digital. Unlike with multiple vendors supporting multiple channels, we are able to ensure your documents will always look consistent and on-brand.

Making the most of your transactional documents just got easier! Book your personalized demo now to see how we can help you enhance customer service, increase customer loyalty, and even use document marketing zones to promote cross-sell/up-sell offers. If you have questions, our product specialists would love to answer them. Give us a call at 1866 475 9876.

Helpful Link

ABOUT DOXIMCONTACT USCUSTOMER SUPPORT

Customer Communications Management Solution for Connected Customer Experience

Market with Documents that are Read Every Day

Engage through Every Channel, in Any Format

Build Loyalty with Personalized & Relevant Communications

PDF

HTML

PRINT/MAIL

EMAIL

SMS

ONLINE
BANKING

24/7. ON
CUSTOMER
TERMS

Self-Serve Content Personalization

Omnichannel Delivery with Flexible Preferences Management

Engaging Statement Design to Elevate Your Brand

24/7 Customer Access to Documents

Accessible & Inclusive Communications

A statement is like a regular meeting your organization has with every customer. Imagine if you could make a personalized, relevant offer during that in-person meeting (printed/mailed statement) or during that virtual meeting (e-statement in PDF or HTML)?

Doxim CCM allows adding personalized, relevant offers to a variety of communications: statements, notices, letters, emails, online portals, and more.

Targeted marketing through underutilized channels

Personalized experience

Relevant upsell offers

Growing share of wallet

Read Blog Post: 3 Ways to Enhance Your Statements for Better Experience

Read

Communicate on your customers’ terms with Doxim   omnichannel communications solutions. Let your customers set their communication preferences, configure your personalized communications and let Doxim CCM do the rest.

With Doxim CCM, you can deliver consistent communications for seamless experience and increase e-delivery opt-in rates:

CCM SOLUTION OF THE FUTURE, READY FOR MARKETERS & CUSTOMER EXPERIENCE LEADERS TODAY

Print/Mail

PDF/Accessible PDF

HTML

Email

Online Marketing

SMS

Watch Webinar: How to Execute Digital Strategies to Support 
Changing Expectations

Watch

CREATE A SINGLE VIEW OF THE CUSTOMER FOR GREAT SERVICE

With Doxim CCM, you can finally connect disjointed experiences and communications through one platform. Behind the scenes, all documents and communications are stored in the central repository, Doxim Enterprise Content Management (ECM) system, and any marketer or any frontline services staff customer can access the same information on customer communication touchpoints and documents.

Customer feels understood and valued

Less calls to the call center

CSRs spend less time searching for records

Download: The Definitive Guide to Statement Redesign

Read

Self-serve CCM Portal

One online self-serve portal to create, edit, personalize, review, configure, and track all business critical customer communications.

DOXIM CCM FEATURES

Customer-facing Portal

Expose documents, communications, and marketing messages to customers via an online portal that carries your brand and can be used standalone, as an iFrame within online banking, or accessed via APIs.

e-Adoption Enablement

Offer engaging digital formats such as HTML, email, SMS notifications, to increase e-delivery opt-in rates, reduce postage costs and be able to leverage flexible digital formats for marketing.

Preferences Management

Customers can set their communications preferences and be in control of communications’ format, channels, and timing of notifications.

Engagement Reporting

See customer engagement with communications (opens, clicks, delivery and more) via the online CCM portal, downloadable reports and dashboards.

360⁰ Customer Communications View

Provide a full customer communications view in one place to improve customer experience and service staff productivity.

HTML Statements

Leverage HTML format to deliver engaging statements, fully responsive and readable in the format best suited for each device, with interactivity capabilities.

Accessible PDF

Create a fully inclusive service, comply with strict regulations and avoid fines by adding accessible PDF as the statement format available by default to all your customers.

Personalization & Targeting

Make your communications personal and send relevant messages to targeted lists to increase customer satisfaction and upsell success.

COMPLETE SOLUTION FOR 
BUSINESS-CRITICAL COMMUNICATIONS

BUILT SPECIFICALLY FOR YOUR BUSINESS

SCALABLE & COST-EFFECTIVE SAAS PLATFORM

FOCUSED ON CLIENT SUCCESS & GROWTH
TRUSTED BY ORGANIZATIONS ACROSS NORTH AMERICA

Member complaints about statements ceased! In fact, we’ve even received compliments on the new statement layout, and how easy it is to read.

Kristina Flores, VP of Marketing
Prospera Credit Union

Doxim is willing to work with us to create the statement formats we need, the ones that works best for our members. Their customer service is second to none.

Rosemarie Krantz, Information Technology Manager
Lehigh Valley Educators Credit Union

Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home or office and check their monthly and past account statements easily and conveniently.

Mary MacLeod, Operations Manager
Penfinancial Credit Union

Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.

Floyd J. Brummett, Vice President of Information Technology
Orion Federal Credit Union

TRUE EXPERTISE

Doxim has been serving businesses for over 20 years, with thousands of loyal customers across North America. To help you leverage the capabilities of modern CCM solutions, far richer than print and basic e-delivery, we go beyond offering modern technology and take you through the entire journey with our roadmap to success and our expert delivery team.

Expert Team

Innovative Solution

Roadmap to Success

LIVE DEMO OF DOXIM CCM PLATFORM

Fill out the form to book a 1:1 discussion on how to improve your customer communications to better market and serve today’s customers with Doxim CCM. 

PDF

HTML

PRINT/MAIL

EMAIL

SMS

ONLINE
BANKING

24/7. ON
CUSTOMER
TERMS

PDF

THE NEW FRONTIER OF CUSTOMER EXPERIENCE (CX)

Customer Communications Management Solution for Connected Customer Experience

Market with Documents that are Read Every Day

Engage through Every Channel, in Any Format

Build Loyalty with Personalized & Relevant 

Communications

HTML

PRINT/MAIL

EMAIL

SMS

ONLINE
BANKING

24/7. ON
CUSTOMER
TERMS

PDF

Learn MoreRequest a Demo

Transactional & Ad-Hoc Communications in Any Format

Self-Serve Content Personalization

Omnichannel Delivery with Flexible Preferences Management

Engaging Statement Design to Elevate Your Brand

24/7 Customer Access to Documents

Accessible & Inclusive Communications

MARKET WITH DOCUMENTS READ EVERY DAY

A statement is like a regular meeting your organization has with every customer. Imagine if you could make a personalized, relevant offer during that in-person meeting (printed/mailed statement) or during that virtual meeting (e-statement in PDF or HTML)?

Doxim CCM allows adding personalized, relevant offers to a variety of communications: statements, notices, letters, emails, online portals, and more.

Targeted marketing through underutilized channels

Personalized experience

Relevant upsell offers

Growing share of wallet

Read Blog Post: 3 Ways to Enhance Your Statements for Better Experience

Read

ENGAGE THROUGH EVERY CHANNEL, IN ANY FORMAT

Communicate on your customers’ terms with Doxim   omnichannel communications solutions. Let your customers set their communication preferences, configure your personalized communications and let Doxim CCM do the rest.

With Doxim CCM, you can deliver consistent communications for seamless experience and increase e-delivery opt-in rates:

Print/Mail

PDF/Accessible PDF

HTML

Online Marketing

Email

SMS

Watch Webinar: How to Execute Digital Strategies to Support Changing Expectations

CREATE A SINGLE VIEW OF THE CUSTOMER FOR GREAT SERVICE

With Doxim CCM, you can finally connect disjointed experiences and communications through one platform. Behind the scenes, all documents and communications are stored in the central repository, Doxim Enterprise Content Management (ECM) system, and any marketer or any frontline services staff customer can access the same information on customer’s communication touchpoints and documents.

Customer feels understood and valued

Less calls to the call center

CSRs spend less time searching for records

STRONG BRAND AND CONSISTENT CUSTOMER EXPERIENCE WITH STATEMENT DESIGN

Create better-looking statements, print in full color, deliver via a channel of choice, get analytics on engagement – all with Doxim as one trusted partner. We can help with statement redesign and provide you with technology that will help carry your brand image throughout all other communications.

And remember, Doxim delivers via all channels - print and digital. Unlike with multiple vendors supporting multiple channels, we are able to ensure your documents will always look consistent and on-brand.

Download: The Definitive Guide to Statement Redesign

Read

DOXIM CCM FEATURES

Self-serve CCM Portal

One online self-serve portal to create, edit, personalize, review, configure, and track all business critical customer communications.

Customer-facing Portal

Expose documents, communications, and marketing messages to customers via an online portal that carries your brand and can be used standalone, as an iFrame within online banking, or accessed via APIs.

e-Adoption Enablement

Offer engaging digital formats such as HTML, email, SMS notifications, to increase e-delivery opt-in rates, reduce postage costs and be able to leverage flexible digital formats for marketing.

Preferences Management

Customers can set their communications preferences and be in control of communications’ format, channels, and timing of notifications.

Engagement Reporting

See customer engagement with communications (opens, clicks, delivery and more) via the online CCM portal, downloadable reports and dashboards.

360⁰ Customer Communications View

Provide a full customer communications view in one place to improve customer experience and service staff productivity.

HTML Statements

Leverage HTML format to deliver engaging statements, fully responsive and readable in the format best suited for each device, with interactivity capabilities.

Accessible PDF

Create a fully inclusive service, comply with strict regulations and avoid fines by adding accessible PDF as the statement format available by default to all your customers.

Personalization & Targeting

Make your communications personal and send relevant messages to targeted lists to increase customer satisfaction and upsell success.

SCALABLE & COST-EFFECTIVE SAAS PLATFORM

BUILT SPECIFICALLY FOR YOUR BUSINESS

COMPLETE SOLUTION FOR 
BUSINESS-CRITICAL COMMUNICATIONS

FOCUSED ON CLIENT SUCCESS & GROWTH
TRUSTED BY ORGANIZATIONS ACROSS  NORTH AMERICA

Member complaints about statements ceased! In fact, we’ve even received compliments on the new statement layout, and how easy it is to read.

Kristina Flores, VP of Marketing
Prospera Credit Union

Doxim is willing to work with us to create the statement formats we need, the ones that works best for our members. Their customer service is second to none.

Rosemarie Krantz
Information Technology Manager
Lehigh Valley Educators Credit Union

Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home or office and check their monthly and past account statements easily and conveniently.

Mary MacLeod, Operations Manager
Penfinancial Credit Union

Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.

Floyd J. Brummett
Vice President of Information Technology
Orion Federal Credit Union

TRUE EXPERTISE

Doxim has been serving businesses for over 20 years, with thousands of loyal customers across North America. To help you leverage the capabilities of modern CCM solutions, far richer than print and basic e-delivery, we go beyond offering modern technology and take you through the entire journey with our roadmap to success and our expert delivery team.

Expert Team

Innovative Solution

Roadmap to Success

LIVE DEMO OF DOXIM CCM PLATFORM

Fill out the form to book a 1:1 discussion on how to improve your customer communications to better market and serve today’s customers with Doxim CCM. 

HTML

PRINT/MAIL

EMAIL

SMS

ONLINE
BANKING

24/7. ON
MEMBER'S
TERMS

PDF