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.
“Our experience working with Doxim was remarkable. They offered advice on how to optimize the system to meet the needs of our business in Phase 2 – we are excited to see the benefits of this project. Worldsource Securities prides itself on being a leader in the investment business. We are wellknown within the industry for offering our independent advisors consultative support, unparalleled service and industry leading technology. We are pleased to have partnered with NBCN and Doxim, enabling us to grow our business and provide our advisors and clients with the highest level of customer service.”
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