News : Doxim Announces New Release of Client Onboarding Solution for Wealth Management
Markham, Ontario, Canada, Sept 27, 2017 -- Doxim, a provider of customer engagement software for financial services organizations, announced the general availability of a new, pre-configured version of Doxim Client Onboarding for wealth management.
Recognizing the need of the wealth management firms to accelerate digitization and adapt to the rapidly changing marketplace, Doxim created a Standard edition of the Doxim Client Onboarding solution to help firms digitize onboarding in a few short weeks.
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"Over the past ten years, through our collaboration with some of the most successful wealth management firms, we’ve developed technology that incorporates industry best practices and will help firms that are looking to grow faster onboard clients in the most streamlined, secure way possible," said Chris Rasmussen, President and CEO of Doxim. "We’ve taken those best practices and used them to develop a market-ready version of Doxim Client Onboarding that comes complete with standard workflows and forms. This approach will be appealing to firms that want to improve their client experience and start realizing onboarding ROI right away."
"The Doxim Client Onboarding 2017 release is a great step forward towards the realization of our Customer Engagement Platform vision for our wealth management clients," said Chris Palmer, Vice President of Product Vision & Strategy. "In response to industry demand, we’ve created a solution that can be implemented quickly and is flexible and scalable to continue growing with the customer’s needs. It provides advisors with the required flexibility to onboard clients where and how it is best for them to deliver a modern, digitized onboarding experience."
Posted by Veronica Silva Cusi, news correspondent
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Doxim is a provider of SaaS-based customer engagement solutions for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their customer experience, communicate more effectively throughout the customer lifecycle, and improve cross-sell and upsell activities that drive increased wallet share.
Published: Friday, September 29, 2017
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