Doxim is a technology leader for regulated industries, enabling customer communications and transforming experiences into strong engagement throughout the entire lifecycle. The Doxim Customer Engagement Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and customer experience challenges through their suite of plug-and-play, integrated SaaS solutions.
“With this web-based system, there was no learning curve because the system highlights mandatory fields and automatically checks for errors. When we demo Doxim Client Onboarding to prospective advisors, they get excited about the technology we offer. We regularly use it as a recruitment tool to attract new advisors.”
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