Product and Vendor News

Customer stories

Product Business Settings

Doxim CRM is popular in Financial Services, Accounting, and Banking industries and is widely used by .

Doxim CRM Product Overview

Doxim CRM centralizes customer information, boosting staff productivity and driving sales and marketing success for financial services. It supports banks and credit unions with pre-built flows and quick implementation.

How satisfied the customers are with Doxim CRM use-cases

Reviews

"Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations." - Ernie Nichiporik
"Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business." - Alan Rees

Doxim CRM Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Ernie Nichiporik

SVP, Operations & Service

Aviso Wealth

Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik
Doxim CRM testimonial

Alan Rees

COO

McLean & Partners

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Testimonial By Alan Rees
Doxim CRM testimonial

Caroline Sixsmith

V.P of Operations

Worldsource

Choosing to streamline our account opening system was a nobrainer. The manual process was no longer feasible for us and could not support our future growth objectives. As an NBCN correspondent, rolling out the Doxim Client Onboarding solution was extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption.

Testimonial By Caroline Sixsmith
CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Ernie Nichiporik

SVP, Operations & Service

Aviso Wealth

Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik
Doxim CRM testimonial

Alan Rees

COO

McLean & Partners

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Testimonial By Alan Rees
Doxim CRM testimonial

Caroline Sixsmith

V.P of Operations

Worldsource

Choosing to streamline our account opening system was a nobrainer. The manual process was no longer feasible for us and could not support our future growth objectives. As an NBCN correspondent, rolling out the Doxim Client Onboarding solution was extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption.

Testimonial By Caroline Sixsmith

Aviso Wealth - Financial Services

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.

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AFP Habitat - Financial 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.

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Louisville Water Company - Utilities

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.

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InFirst Federal Credit Union - Banking

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.

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Fayetteville PWC - Utilities

Doxim helped Fayetteville PWC use data-driven, personalized design and targeted messaging. The solution focused on customer communications management. Fayetteville PWC improved customer engagement wi...th Doxim's technology. The approach used omnichannel communications.

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Conexus Credit Union - Banking

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.

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lightning

Peers used Doxim CRM for engagement management and onboarding

Doxim CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.78/5

Read Reviews (63)
Analytics

4.59/5

Read Reviews (11)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.78/5

Read Reviews (63)
Analytics

4.59/5

Read Reviews (11)

Software Failure Risk Guidance

?

for Doxim CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Doxim CRM

Doxim Inc News

Executive
 

Doxim Scales Utility Payments Team to Support Rapid Market Growth - PR Newswire

Doxim has expanded its utility payments team to enhance its omnichannel billing-to-payments solutions for utilities. This strategic hiring of industry experts aims to address the growing need for secure and flexible payment options, improving customer experiences. The expansion reflects Doxim's commitment to delivering integrated communications solutions that simplify operations for utility providers.

Doxim Inc Profile

Company Name

Doxim Inc

Company Website

https://www.doxim.com/

HQ Location

220 Spring St, Herndon, Virginia 20170, US

Employees

501-1000

Social

Financials

M&A