Customer Communications Management

Today’s consumers increasingly prefer to use digital channels when engaging their service providers. Doxim helps these service providers embrace digital transformation and seamlessly migrate from print-focused customer communications management (CCM) to omnichannel customer engagement (CXM). We equip them to deliver a modern, on-demand, and engaging customer experience across each step of the customer journey. The Doxim CCM platform is an integrated SaaS solution for creating regulated, personalized, omnichannel communications at scale. By leveraging our innovative technology and services expertise, Doxim clients provide their customers with rich, interactive, transactional information and engagement to optimize their customer experience, minimize costs, and maximize revenue.

The Doxim CCM platform consists of a workflow automation and management tool to control the document generation process; an industry-leading archive purpose built for secure and compliant storage, sharing, and ePresentment via APIs; a client-branded customer portal for on-demand, self-serve access to digital documents and optimized "in portal" customer engagement; a solution for streamlined management of customer service enquiries; engines for delivering 1-way statement ready notifications and alerts, 2-way interactive account activity messages; a solution for orchestrated, triggered email marketing campaigns to segmented lists; and a tool for business user self-service document generation. For organizations who need deeper integrations, we offer a rich restful API.

As part of client onboarding, we design an operational process tailored to the client’s specific needs with data integrations to core systems and templates for targeted, personalized, accessible communications across channels. Once in place, our production experts manage the day-to-day document generation and delivery – for optimal results. To enhance our clients' speed and agility, the Doxim CCM Client Portal gives the clients’ business user control over managing the targeted content and administering essential aspects of each job.