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Doxim Customer Engagement Platform Reviews & Product Details

Doxim Customer Engagement Platform Overview

What is Doxim Customer Engagement Platform?

Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business customers. The modules in CEM guide you through the process of onboarding clients, opening accounts, originating loans, and managing customer information and documents – delivering maximum productivity, customer satisfaction, revenue and profitability. With the Doxim Account Opening solution you can streamline, accelerate, and modernize your account opening processes. From gathering required information to successfully onboarding customers, selecting desired products, and generating the required documentation. This end-to-end solution automatically guides the account opening process and allows your customer-facing team to deliver a seamless and speedy experience – opening accounts in 5 minutes or less. Explore our modules for in-branch or self-serve engagement, for retail or business customers. With the Doxim Loan Origination solution you can originate retail or commercial loans, performed by in-branch staff or retail consumers. Financial institutions that are struggling with inefficient paper-based processes can digitize and automate the lending process, reduce errors, accelerate speed, while providing greater convenience for customers. Explore our modules for retail or business customers. With Doxim CRM you can build and maintain great relationships with new and existing customers by providing staff with a 360 view of client information and giving them efficient tools to manage all engagements, referrals, opportunities, and conversations, all in one place.

Doxim Customer Engagement Platform Details
Languages Supported
English, French
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Product Description

Doxim Customer Engagement Platform can help integrate eStatement & print services for financial service providers and businesses.

How do you position yourself against your competitors?

What Sets Us Apart

Doxim ECM provides a centralized and secure platform to consolidate and share information both internally and with customers. Staff can quickly find customer files and associated content from the Doxim ECM content repository and organizations who offer online services can provide self-service access to customer documents, such as e-Statements, through their customer portal.

Highly scalable, secure and web based, there is no limit to the number of users that can access the system and no limit to the number of documents that Doxim ECM can manage.


Seller Details
Seller
Doxim
HQ Location
Markham, Ontario
Twitter
@Doxim_Inc
820 Twitter followers
LinkedIn® Page
www.linkedin.com
603 employees on LinkedIn®

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Overview Provided by:

Recent Doxim Customer Engagement Platform Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Good experience with great learnings"
Comfortable Easy to understand Compatible
Anant T.
AT
Anant T.Mid-Market (51-1000 emp.)
5.0 out of 5
"Easy to use"
Its user interface is good and intuitive
Caity R.
CR
Caity R.Small-Business (50 or fewer emp.)
4.5 out of 5
"Excellent Product"
User interface is easy to use, straightforward, and quick to learn. Customer service is always prompt and easy to track down. It's more powerful an...
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Doxim Customer Engagement Platform Media

Doxim Customer Engagement Platform Demo - Doxim Account Opening
With the Doxim Account Opening solution you can streamline, accelerate, and modernize your account opening processes. From gathering required information to successfully onboarding customers, selecting desired products, and generating the required documentation. This end-to-end solution automatic...
Doxim Customer Engagement Platform Demo - Doxim Loan Origination
With the Doxim Loan Origination solution you can originate retail or commercial loans, performed by in-branch staff or retail consumers. Financial institutions that are struggling with inefficient paper-based processes can digitize and automate the lending process, reduce errors, accelerate speed...
Doxim Customer Engagement Platform Demo - Doxim CRM
With Doxim CRM you can build and maintain great relationships with new and existing customers by providing staff with a 360 view of client information and giving them efficient tools to manage all engagements, referrals, opportunities, and conversations, all in one place.
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13 Doxim Customer Engagement Platform Reviews

4.4 out of 5
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G2 reviews are authentic and verified.
Anant T.
AT
Business Advisor
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Doxim Customer Engagement Platform?

Its user interface is good and intuitive Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

The customer support team takes the long issues then expected it needed to fix issues quickly Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

The flexibility to manage business Review collected by and hosted on G2.com.

Kiran R.
KR
Consultant, i-Global Consumer Banking
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

Doxim provides a seamless customer journey experience irrespective of the initiating channel. This makes the user easily navigate and choose the relevant financial products Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

An aggressive scalability can help Doxim reach more financial institutions. The interface of advisor assisted journey can be further enhanced to the maximum capability Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

Doxim helps to build a comprehensive suit that covers the entire financial lifecycle of a lending institution. This helps in Bank focus on their core business rather than worry about technological competence Review collected by and hosted on G2.com.

MA
Research scholar
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

The most helpful things that doxim customer engagement platform provides is that the it is the one stop solution for all my financial doubts as it provides business analytics and consulting as well as content management which helps me a lot. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

There is only one complaint about this system is that it still is very minor and not a web based solution whereas many competitors of it is flourishing just because they are web based Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

The doxim customer engagement platform is solving my problems like generating documents which saves a lot of my staff's time so that they can focus elsewhere rather than doing just paperwork and also it's content management and business analytics are also very helpful Review collected by and hosted on G2.com.

Badal P.
BP
Software Quality Analyst
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Doxim Customer Engagement Platform?

Doxim's ACE solution is by far the best solution for a CRM system. They take a very collaborative approach when it comes to developing the product and it truly is , in many respects a solution for credit unions by credit unions. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Only point I want to raise about the system and it's extremely minor ,is that it's does not offer support for android and iphone devices and also for windows desktop. Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

Nvada business the documents and in future enables staff to focus on the member rather than paper work and the automation of the campaign manager house manager Gate large amounts of task out quickly. The user interface is very smooth and straightforward and easy to use. Review collected by and hosted on G2.com.

Harsh V.
HV
Developer
Information Technology and Services
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Doxim Customer Engagement Platform?

Doxim Customer Engagement Platform is an all-in-one CRM platform where customer engagement has been digitized. Using Doxim, you can manage consumer engagement in financial services using on-demand self-service or any personalised expert advice whenever needed. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Although the platform itself has many features for providing very well customer engagement, the CRM has less capability for using in integration. Also, we faced some issues while using some custom APIs as well. Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

From customer onboarding to managing existing customers, Doxim provides excellent services in terms of account management, financial and loan services management, Statements and content management via dashboards, etc. All these features have benefitted us significantly. Review collected by and hosted on G2.com.

Tejas A.
TA
Azure Security Engineer
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

Doxim Customer Engagement Platform has cloud-powered solution, It helps the financial institutions to progress sales, manage customer information and improve customer engagement! Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Doxim CRM is an intelligent tool but lacks on providing Video content and relevant documents, making it disadvantageous in the learning and delivery experience. Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

I had the privilege to work on this platform in my previous organization as a user and found it easy to use and navigate and store information when required. I tried to solve the documentations requirement by creating several articles and enabling linkage between the existing data. Review collected by and hosted on G2.com.

Caity R.
CR
Social Media Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Doxim Customer Engagement Platform?

User interface is easy to use, straightforward, and quick to learn. Customer service is always prompt and easy to track down. It's more powerful and flexible than competitors. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Everything works well. Our team never had any complaints. Customer service would walk us through any issue we had, and generally, those issues were on our end. Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

The automation feature helps get tasks done quickly and efficiently. Customer service is prompt and very helpful. The team is more productive using this tool. Our tasks are performed quicker. Review collected by and hosted on G2.com.

MV
Project manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

The best part of doxim customer engagement platform is that it allows the staff to focus on value added activities by providing efficient processes to save time. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

The thing which can be improved about this app is the 24/7 availability of the help center personnel and also inclusion of frequently asked questions and forums to enhance and improve customer experience Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

It helps to management of financial problems and also include interaction tracking and marketing automation and also helps in documents storage with ease of use to customer as it's USP. Review collected by and hosted on G2.com.

Arshdeep K.
AK
Permanent Member- Department of Academic Affairs Committee- PG programs
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

Its increased speed, business agility, insights, and to target / personalize communications for increased loyalty, cross-sell and upsell, and wallet share. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Can be expensive at times for companies to afford in the challenging times Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

Increased Email Delivery & Response

>95% delivery rates

47% click rate on delivered emails for eSignature

eConsent campaign resulted in 6% adoption growth for delivered emails and 14% adoption for opened emails Review collected by and hosted on G2.com.

JITENDER B.
JB
Data Scientist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Doxim Customer Engagement Platform?

Very much client oriented, it lets the clients consume information in the way they want, on the device they choose at the time they need. Review collected by and hosted on G2.com.

What do you dislike about Doxim Customer Engagement Platform?

Nothing as such. Everything is great on this platform. One of the best in the industry. Review collected by and hosted on G2.com.

What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?

Doxim provides efficient processes to save our staff time, asks for very crisp information from users, no repetative inputs. Review collected by and hosted on G2.com.