Doxim is a customer communications management technology provider serving financial services organizations in North America, delivering digital solutions that improve customer experience and operational efficiency.
Email: sales@doxim.com
Phone: +1 866-475-9876
Doxim ECM for Wealth Management
Category: Document Management Systems
Enterprise content management platform for secure digital document storage, retrieval, and archival. Features include workflow automation, regulatory retention policies, role-based access, audit logging, e-signature, and easy integration with financial advisory platforms..
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Doxim Client Onboarding
Category: Client Onboarding Platforms
Digital onboarding for financial advisors, including customizable workflows, KYC, e-signature, document management, compliance assistance, and CRM integration, focused on the North American markets..
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Doxim Customer Communications Management (CCM)
Category: Communication Management Systems
End-to-end platform for creating, delivering, and managing client communications in brokerage services. Features include omnichannel delivery, personalized content, regulatory compliance, and integrated analytics for performance tracking..
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Doxim Client Onboarding
Category: Client Onboarding Solutions
Digital client onboarding solution with automated document generation, KYC/AML compliance, e-signatures, and workflow automation designed for wealth management and brokerage services..
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