Doxim Account Opening Overview

Doxim Account Opening automates repetitive form filling tasks, enabling meaningful customer conversations about their needs and aspirations. This streamlines the onboarding process efficiently.

Use Cases

Customers recommend Helpdesk Management, Onboarding, Contract Management, as the business use cases that they have been most satisfied with while using Doxim Account Opening.

Other use cases:

  • Digital Signature
  • Cross Selling
  • Measuring Customer Satisfaction
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Business Priorities

Acquire Customers is the most popular business priority that customers and associates have achieved using Doxim Account Opening.

Other priorities:

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Doxim Account Opening Use-Cases and Business Priorities: Customer Satisfaction Data

Doxim Account Opening works with different mediums / channels such as Phone Calls. and Omnichannel.

Reviews

"...With omni-channel support for in-branch, call center and self-serve applications, it speeds customers through the task of opening new or additional accounts in just a few simple steps, in ten minutes or less...." Peer review

Popular Business Setting

for Doxim Account Opening

Top Industries

  • Financial Services
  • Banking

Popular in

Doxim Account Opening is popular in Financial Services, and Banking, and is widely used by

Comprehensive Insights on Doxim Account Opening Use Cases

How does Doxim Account Opening address your Helpdesk Management Challenges?

What benefits does Doxim Account Opening offer for Onboarding?

Case Studies

Utilities

CASE STUDY Louisville Water Company

Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems for customers and staff, with poor support and har...d account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.

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Banking

CASE STUDY Your Credit Union

Doxim Statements & Reporting helped Your Credit Union automate statement processing. Staff spent less time on manual tasks and members got statements faster. Member complaints about delivery times dr...opped. eStatement adoption rose to 94% after a 'Going Green' campaign. Printing costs fell by over 70% and postage costs by 80%. Staff now handle requests much faster and use less storage space.

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Banking

CASE STUDY Top 5 Canadian bank

Doxim CCM helped a top 5 Canadian bank manage secure electronic communications for over 8 million users. The bank needed a single, scalable platform for all business lines. Doxim CCM delivered statem...ents, payment confirmations, alerts, and notifications by email, SMS, and voice. The bank now processes 250 million documents yearly through Doxim CCM. The solution improved customer satisfaction and reduced costs by consolidating communications.

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Banking

CASE STUDY PenFinancial Credit Union

Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption and cut costs. The credit union wanted to improve member service and reduce paper statement expenses. Doxim integrated eSt...atements with their banking portal and ran a strong marketing campaign. In one year, eStatement adoption rose to 66%. PenFinancial saved over 70% on postage and mail costs. Staff now respond faster to member requests and members access statements online easily.

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Banking

CASE STUDY WS Leasing (subsidiary of Prospera Credit Union)

Doxim Document Imaging helped WS Leasing, a subsidiary of Prospera Credit Union, solve its paper storage problem. The company faced high costs and space issues with storing lease documents. Doxim's s...olution made it easy to scan and access documents online. WS Leasing saved over $26,000 per year and cut hard copy filing by at least 80%. Staff found documents faster, improving customer service. The project delivered a return on investment in less than ten months.

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Financial Services

CASE STUDY Worldsource Securities Inc.

Doxim Client Onboarding helped Worldsource Securities Inc. automate their account opening process. Before, manual paperwork caused delays, errors, and high costs. With Doxim, advisors now use a web-b...ased system that pre-populates forms and checks for errors. Accounts open faster, and advisors see real-time status updates. The company cut costs for printing and shipping forms. The new system improved advisor productivity and client service.

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Doxim Account Opening Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.39/5 ★

Read Reviews (2)
Custom Reports

3.16/5 ★

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.39/5 ★

Read Reviews (2)
Custom Reports

3.16/5 ★

Read Reviews (2)

Software Failure Risk Guidance

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for Doxim Account Opening

Top Failure Risks for Doxim Account Opening

Doxim Inc Profile

Company Name

Doxim Inc

Company Website

https://www.doxim.com/

HQ Location

220 Spring St, Herndon, Virginia 20170, US

Employees

501-1000

Social

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Financials

M&A