Doxim CRM 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.
Use Cases
Customers recommend Engagement Management, Onboarding, Campaign Management, as the business use cases that they have been most satisfied with while using Doxim CRM.
Business Priorities
Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Doxim CRM.
Doxim CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Doxim CRM's features include Personalization, and Feedback Surveys. and Doxim CRM support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Doxim CRM analytics capabilities include Custom Reports, and Analytics.
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
Peer review evidence (same sources as the product rating summary)
"...Doxim s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle and improve cross-sell and upsell activities that drive increased wallet share...." Case Study TCU Financial Group
"...Doxim s client onboarding and transfer platform, along with e-signature integration may become an important part of Aviso Wealth s Technology roadmap in the future as well. ..." Case Study Aviso Wealth
"...The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly...." Peer review by Matt Hébert
Doxim CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Doxim CRM
Top Industries
- Financial Services
- Accounting
- Banking
Popular in
Doxim CRM is popular in Financial Services, Accounting, and Banking and is widely used by
Doxim CRM Customer wins, Customer success stories, Case studies
How does Doxim CRM facilitate Engagement Management?
How efficiently Does Doxim CRM manage your Onboarding?
How does Doxim CRM address your Campaign Management Challenges?
How does Doxim CRM address your Personalized Marketing Challenges?
Why is Doxim CRM the best choice for Customer Feedback Management?
8 buyers and buying teams have used Cuspera to assess how well Doxim CRM solved their CRM needs. Cuspera uses 474 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
|
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
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Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Paul Hood Senior Business Analyst, Westminster Savings Westminster Savings |
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
|
Amy Gertsma V.P. Information Services, Encompass Credit Union CUPS |
Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma |
Central Alabama Water - Utilities - Large
Central Alabama Water Selects Doxim to Enhance the Customer Payment ...
Central Alabama Water - Utilities - Medium
Central Alabama Water Partners with Doxim to Revolutionize Customer ...
Central Alabama Water - Utilities - Large
Central Alabama Water Selects Doxim to Enhance the Customer Payment Experience
leading Canadian-based global financial institution - Banking - Very Large
PenFinancial - Financial Services
InFirst Federal Credit Union - Banking - Medium
Peers used Doxim CRM for engagement management and onboarding
Doxim CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (63) |
| Analytics | Read Reviews (11) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (63) |
| Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Doxim CRM
Overall Risk Meter
Top Failure Risks for Doxim CRM
Doxim Inc News
NASCO and Doxim Partner to Modernize Health Plan Administration and Improve Communications
NASCO and Doxim have formed a strategic partnership to modernize health plan administration and improve communications. This collaboration combines NASCO's health plan administration expertise with Doxim's omnichannel communications capabilities, aiming to enhance operational efficiency and deliver personalized member experiences. The partnership supports digital transformation and seamless integration of healthcare communications.
NASCO and Doxim Partner to Modernize Health Plan Administration and Improve Communications
Doxim and NASCO have formed a strategic partnership to modernize health plan administration and improve communications. This collaboration combines NASCO's healthcare administration expertise with Doxim's omnichannel communications capabilities, aiming to enhance operational efficiency and deliver personalized experiences for health plan members.
Doxim Recognized in DOCUMENT Strategy Media's HOT COMPANIES 2026-27
Doxim has been recognized in Document Strategy Media's HOT COMPANIES 2026-27 issue for its expertise in customer communications, digital engagement, payments, and AI in highly regulated industries. This recognition highlights Doxim's commitment to simplifying complexity and enhancing customer engagement in financial services, utilities, insurance, and healthcare.
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
Company Website
https://www.doxim.com/HQ Location
220 Spring St, Herndon, Virginia 20170, US
Employees
501-1000
Social
Financials
M&A
