Doxim

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.

Is this your company?

Email: sales@doxim.com

Phone: +1 866-475-9876

Web: https://www.doxim.com/

products

• Doxim ECM for Wealth Management
  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.
  
• Doxim Client Onboarding
  Digital onboarding for financial advisors, including customizable workflows, KYC, e-signature, document management, compliance assistance, and CRM integration, focused on the North American markets.
  
• Doxim Customer Communications Management (CCM)
  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.
  
• Doxim Client Onboarding
  Digital client onboarding solution with automated document generation, KYC/AML compliance, e-signatures, and workflow automation designed for wealth management and brokerage services.