Account Opening Software for Banks & Credit Unions | Doxim
Failure Risk for
Doxim Account Opening
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Doxim Account Opening Overview
Doxim Account Opening automates repetitive form filling tasks, enabling meaningful customer conversations about their needs and aspirations. This streamlines the onboarding process efficiently.
Doxim Account Opening Use-Cases and Business Priorities: Customer Satisfaction Data
Doxim Account Opening works with different mediums / channels such as
Phone Calls.
and
Omnichannel.
Reviews
"...With omni-channel support for in-branch, call center and self-serve applications, it speeds customers through the task of opening new or additional accounts in just a few simple steps, in ten minutes or less...."
Peer review
Popular Business Setting
for Doxim Account Opening
Top Industries
Financial Services
Banking
Popular in
Doxim Account Opening is popular in
Financial Services,
and
Banking,
and is widely used by
Doxim Account Opening Customer wins, Customer success stories, Case studies
What makes Doxim Account Opening ideal for Helpdesk Management?
Doxim's account opening helpdesk management system helps customers open new or additional accounts quickly and easily. It offers support for various channels, including branches, call centers, and self-service applications. The system streamlines the account opening process, completing the task in ten minutes or less.
"...With support for in-branch, call center and customer-facing applications, it speeds the task of completing a new account application in just a few simple steps, in ten minutes or less.
..."
Digital Account Opening
Why is Doxim Account Opening the best choice for Onboarding?
Doxim empowers financial institutions to automate client onboarding processes. This digitization enhances advisor productivity and reduces costs associated with account openings. By collecting customer data during the onboarding process, financial institutions gain insights to drive cross-selling efforts.
"...Digitizing your onboarding is a sure-fire way to increase advisor productivity and save more than US $100,000 per thousand accounts opened...."
Digital Account Opening
Doxim helped Aviso Wealth move to a single service provider. The transition was easy. Doxim offers customer communications management and engagement technology. Their solutions help financial service...s companies improve customer engagement and reduce costs. Aviso Wealth benefited from Doxim's integrated SaaS software and managed services.
Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, replace paper statements with personalized video statements. The videos used customer data to create a uni...que experience for each of their 2 million members. 74% of viewers watched the entire video, and 90% reported higher satisfaction and better understanding of their pension. The solution increased engagement, conversions, and member retention by making pension information easy to understand and act on.
Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems for customers and staff, with poor support and har...d account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.
Doxim Email Marketing helped InFirst Federal Credit Union reach members across the US. Traditional marketing was too costly and did not work well for their spread-out members. With Doxim, InFirst sta...rted an email onboarding process for new members. This led to a 24% increase in deposit accounts and a 190% rise in loan accounts. They also cut their marketing budget by 40%. Members became more satisfied and aware of services.
Doxim helps Conexus Credit Union improve member experience. Members do not have to repeat themselves when interacting with the credit union. Doxim's customer communications management and engagement ...technology supports this seamless service. The solution addresses digitization and operational efficiency challenges. Conexus Credit Union benefits from better customer engagement and streamlined processes.
