Doxim For almost 20 years, Doxim has been focusing on helping organizations in regulated industries across North America to modernize customer communications, maximize customer engagement, optimize and digitize all the right moments along the customer journey.

Doxim® helps financial service providers to create, deliver and manage business critical documents and content more efficiently and cost effectively, enhancing their customers’ experience.

Mission: We enable customer communications for regulated industries and transform experiences into strong engagement throughout customer lifecycle.

We're in great company on the prestigious Branham300 ranking of top ICT companies! This year, we celebrate a decade of c...
08/15/2019

We're in great company on the prestigious Branham300 ranking of top ICT companies! This year, we celebrate a decade of continuous presence on the list.

Banking technology researcher and executive Dan Latimore (Celent) fields questions and provides insights about the evolu...
03/19/2019

Banking technology researcher and executive Dan Latimore (Celent) fields questions and provides insights about the evolution of the industry, at the Doxim Growth & Innovation Executive Summit

Doxim's Growth & Innovation Executive Summit 2019 is kicking off today in Chicago. We're ready to welcome customers, gue...
03/19/2019

Doxim's Growth & Innovation Executive Summit 2019 is kicking off today in Chicago. We're ready to welcome customers, guests, and industry expert speakers!

We're eager to visit with current clients and make some new connections at the upcoming SymCentral Users Group Conferenc...
03/06/2019

We're eager to visit with current clients and make some new connections at the upcoming SymCentral Users Group Conference! Come by booth #7 and we'll tell you how your peers are using our Symitar® integration to make data-driven member engagement a reality.

Bring your customer engagement questions to booth #36 at the Western Bankers Association Conference. We'll show you how ...
03/04/2019

Bring your customer engagement questions to booth #36 at the Western Bankers Association Conference. We'll show you how the right technology can boost loyalty and wallet share!

SymCentral and Chicago - we wouldn't miss it! Doxim team members will be at Booth #7 at the SymCentral Users Group Confe...
02/25/2019

SymCentral and Chicago - we wouldn't miss it! Doxim team members will be at Booth #7 at the SymCentral Users Group Conference. Drop by, and let's discuss modern strategies for omnichannel member communication.

Only a few weeks now until the Western Bankers Association Conference in Maui. We'll be at booth #36, showcasing our sui...
02/21/2019

Only a few weeks now until the Western Bankers Association Conference in Maui. We'll be at booth #36, showcasing our suite of #customerengagement technology for #banks. Come see what's new!

If you are a change leader looking to drive new growth opportunities for banks & credit unions, this exclusive webinar w...
02/20/2019
The 2019 change leaders' playbook: Turn deeper customer engagement into growth for your financial institution Web Seminar

If you are a change leader looking to drive new growth opportunities for banks & credit unions, this exclusive webinar with American Banker & Cornerstone Advisors is for you! http://pages.marketing.americanbanker.com/20190221_abp_doxim_ws_lp.html?source=doxim

Optimizing customer experience was named the single most important growth opportunity in 2018 by almost 40% of banking and credit union executives, according to Financial Brand’s Digital Banking Survey. 61% of executives also said removing friction from the customer journey is the top trend in mod...

Doxim is happy to announce that Market Connections, a customer communications and campaign management technology provide...
02/12/2019
Doxim Acquires Market Connections, a Customer Communications and Omnichannel Campaign Management Technology Provider

Doxim is happy to announce that Market Connections, a customer communications and campaign management technology provider to wealth management and other regulated markets has joined the Doxim family. https://www.doxim.com/news/doxim-acquires-market-connections-a-customer-communications-and-omnichannel-campaign-management-technology-provider/

Acquisition Expands Doxim’s Reach in the Wealth Management and Financial Services Space and Enriches Capabilities of the Doxim Customer Engagement Platform

Just two weeks remain until the MBA Mortgage National Mortgage Servicing Conference & Expo in Orlando! Come and explore ...
02/11/2019

Just two weeks remain until the MBA Mortgage National Mortgage Servicing Conference & Expo in Orlando! Come and explore your document delivery options at booth #310. We've got proven solutions to save you time & money

What can your vendor do to ensure your #CRM project is a success? Read our new CUInsight article to find out: https://ww...
12/03/2018
Successful CRM starts with the right vendor partnership - CUInsight

What can your vendor do to ensure your #CRM project is a success? Read our new CUInsight article to find out: https://www.cuinsight.com/successful-crm-starts-with-the-right-vendor-partnership.html

Credit unions are often concerned about how to ensure success during CRM implementation. They are right to have reservations since statistics suggest an average 30-70% failure rate on CRM projects. Ouch! Those are scary stats for any credit union considering such a project. But the good news is, you...

We're proud to welcome St. Francis X. FCU to the Doxim family! The credit union has selected Doxim CRM and Business Anal...
11/29/2018
St Francis X. FCU Chooses Doxim CRM and Business Analytics to Power Member Engagement Strategy

We're proud to welcome St. Francis X. FCU to the Doxim family! The credit union has selected Doxim CRM and Business Analytics to power its member engagement strategy: https://www.doxim.com/news/st-francis-x-federal-credit-union-chooses-doxim-crm-and-business-analytics-to-power-member-engagement-strategy/

Strong existing partnership, Symitar core integration, and campaign management capabilities cited as key components of deal

Your customers want options! Don't miss this upcoming webinar on managing statement delivery across channels: http://go....
11/01/2018
Customers Want Options: Best Practices for Managing Print and Digital Statement Delivery

Your customers want options! Don't miss this upcoming webinar on managing statement delivery across channels: http://go.doxim.com/Webinar-Customers-Want-Options-Best-Practices-for-Managing-Print-and-Digital-Statement-Delivery-Registration.html

There is a lot of hype around digital transformation these days and there is no question that it’s a top priority, but the reality is, print is not disappearing any time soon. Millions of people are still asking for printed material. Whether it’s a bank statement, new product offer, or simply a ...

Save your seat now for our free webinar on CRM+ for credit unions! See how simple 1:1 engagement can be, when you use th...
10/02/2018
How Enterprise is Your CRM?

Save your seat now for our free webinar on CRM+ for credit unions! See how simple 1:1 engagement can be, when you use the right tools: http://go.doxim.com/how-enterprise-is-you-crm.html?utm_source=webinar&utm_medium=social-media&utm_campaign=CRM%2B

CRM solutions have the potential to drive growth across your entire credit union, but to reach this potential you need enterprise-wide buy-in, powerful technology, and a partner to guide you through the process.

How can your bank meet the changing needs of today's consumers? Watch this on-demand webinar to learn essential best pra...
08/28/2018
Win The Expectations Battle: Creating Proactive, Relevant, Omnichannel Customer Relationships

How can your bank meet the changing needs of today's consumers? Watch this on-demand webinar to learn essential best practices for implementing a CRM to meet customer expectations in a data driven digital world! http://go.doxim.com/on-demand-win-the-expectations-battle-CRM-banking.html?utm_source=social&utm_medium=webinar&utm_campaign=CRM

Expectations in the digital age are escalating. Increasingly, consumers expect their banks union to know their needs and service them on their own terms. By capturing a comprehensive view of a household's holdings, sales and marketing interactions and support activities, Doxim Customer Relationship....

To build stronger relationships with your credit union's valued members, go beyond mass marketing and meet their needs a...
08/07/2018
Engaging members in the moment to build relationships for life - CUInsight

To build stronger relationships with your credit union's valued members, go beyond mass marketing and meet their needs as they occur. Here's how: https://www.cuinsight.com/engaging-members-in-the-moment-to-build-relationships-for-life.html

Being part of your members’ financial journey is key to knowing where, when, and how to market to them. The traditional marketing funnel is dead, and successful selling increasingly depends on being an integrated part of your members’ lifestyles. Growing share of wallet is a perennial goal for c...

Another great upcoming webinar next Tuesday - banks will learn how to anticipate customers' needs and create personal, e...
07/27/2018
Win The Expectations Battle: Creating Proactive, Relevant, Omnichannel Customer Relationships

Another great upcoming webinar next Tuesday - banks will learn how to anticipate customers' needs and create personal, engaging interactions across their journeys on any channel. Register here: http://go.doxim.com/Win-The-Expectations-Battle-Creating-Proactive-Relevant-Omnichannel-CRM.html

Expectations in the digital age are escalating. Increasingly, consumers expect their banks to know their needs and service them on their own terms. By capturing a comprehensive view of a household's holdings, sales and marketing interactions and support activities, Doxim Customer Relationship Manage...

Doxim Acquires Allison Payment Systems
07/20/2018

Doxim Acquires Allison Payment Systems

Doxim welcomes Allison Payment Systems to our family!
07/20/2018

Doxim welcomes Allison Payment Systems to our family!

Is your CRM getting left in the dust? Read this article to learn how modern CRM can fuel rapid growth for your financial...
07/03/2018
Is your CRM getting left in the dust? - CUInsight

Is your CRM getting left in the dust? Read this article to learn how modern CRM can fuel rapid growth for your financial institution: https://www.cuinsight.com/is-your-crm-getting-left-in-the-dust.html

Managing member relationships is the most important thing a credit union does every day. So why is it that many credit unions are still using the generic CRM provided with their banking systems, instead of a best-of-breed solution that would make life easier for staff and members? That’s a bit lik...

06/13/2018

We welcome our attendees! 4 hours until the Welcome Reception.

Address

220 Spring Street, Suite 550
Herndon, VA
20170

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(866) 475-9876

Website

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Our Story

Doxim® enables customer communications for regulated industries and transforms experiences into strong engagement throughout customer lifecycle.

For almost 20 years, Doxim has been focusing on helping organizations in regulated industries in North America to take their customer communications to the next level, maximize customer engagement, optimize and digitize all the right moments along the customer journey. Working closely with our clients, we truly understand their needs, develop and evolve our solutions so they fit these needs perfectly and allow our clients to grow.

A Flexible Solution

The Doxim Customer Engagement Platform was specifically designed to address the evolving needs of financial services organizations and other regulated industries. Our SaaS platform helps personalize client communications across all channels, increasing customer confidence, satisfaction, loyalty, and wallet share.

The Doxim Customer Engagement Platform allows organizations to start by solving a pressing customer engagement related business need and then expand from there, leveraging the modular design that allows individual components to be adopted in any order, and remain seamlessly integrated.

Hundreds of Customers and Partners

Consistently delivering excellent products, backed by top notch customer service before, during, and after the project launch, has helped Doxim to become a leading provider of customer engagement solutions for many regulated industries. Today, the Doxim Customer Engagement Platform is used by over 1,700 clients that together service over 25 million end consumers.

Market Leadership

Doxim partners with clients across North America, with a significant market share in both the United States and Canada, including over 80% of the credit union market and over 90% of the correspondent clearing firms in Canada.

We service the needs of our customers from coast to coast, either directly or through close partnerships with market leading service providers such as MDT, Gilmore, Broadridge, CGI, League Data, and CUPS. And to facilitate these relationships, we’ve forged strategic partnerships and integrations with dozens of leading banking and brokerage platform providers.

Customer Satisfaction – First and Foremost

To ensure we are performing consistently to the standard our customers expect, we complete annual customer satisfaction surveys as well as customer satisfaction reviews after each customer project as well – with over 70% customer participation. We leverage the Net Promoter™ System for all survey activities, as we feel it’s the best methodology to truly gauge the long term satisfaction of our customers.

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