Doxim Customer Engagement Platform Reviews & Product Details

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.