Doxim Partners With Neocog Technologies Inc. to Deliver Integrated Solution for Secure, Cloud-based Document Storage for Credit Union Clients

Share Article

Partnership Also Introduces New Opportunities for Improved Document Based Campaigns using Market Segmentation and Demographic Targeting

Figure 1: Doxim/Neocog integration enhances document access and security, helps drive targeted marketing initiatives and facilitates a move to paperless lending

Doxim Inc., (, a leading provider Automated Account Opening, cloud-based Enterprise Content Management and Advanced Document Processing solutions for Financial Service Providers, today announced that it has entered into a partnership with Neocog Technologies Inc. to provide secure Cloud based storage for all documents accessed by Neocog ACE CRM Users.

Working together, Doxim and Neocog will deliver a bi-directional interface between Doxim Enterprise Content Manager (ECM) and Neocog ACE CRM. This will allow any document uploaded to Neocog ACE to be routed and stored in Doxim’s secure online document archive. It will also allow all documents already resident in Doxim ECM to be seamlessly accessed through the Neocog ACE CRM user interface. These documents can include, among others, monthly statements, cheque images and year-end tax forms.

For many users, Neocog ACE CRM is the go to application for many of their day to day activities, so being able to store customer documents, like account opening information (e.g. KYC documents) or other documents in Doxim ECM yet access them quickly and easily from within the ACE interface will provide significant improvements in user productivity.

Key Benefits:

  • Simplified and transparent access to the entire collection of member files stored on Doxim ECM, driving staff efficiency and improved member service
  • Reduced effort by uploading files to one, centralised location that can be integrated with multiple other locations such as online banking portals
  • Enhanced data security, as all documents are stored in Doxim’s CSAE 3416 compliant cloud infrastructure, creating one secure authoritative source of client related documents.
  • Ability to leverage Doxim’s eDocument capabilities that allow a broad array of documents to be exposed to members via their online banking portal

Business Intelligence for Document-Based Campaigns
The partnership between Doxim and Neocog will also allow users of Neocog Cognito Data Warehousing and Data Mining to mine data by customer segments and use this to greatly enhance the demographic targeting of marketing messages on customer statements, direct mail letters or any other correspondence that needs to be targeted to a specific demographic.

Paperless Lending Strategy
The product level integration between Doxim ECM and Neocog ACE CRM will also facilitate the introduction of paperless lending for users of the Neocog Intellilender application. This will allow loan documents to be created and executed, and then archived online, without the need for printing loan files. Once these documents are resident on Doxim ECM, they can be easily accessed via the ACE CRM user interface or be exposed to members via their online banking portal.

Executive Quotes
“Our recent field research identified variances in the way customers were storing different types of documents. Some were being stored locally In Neocog ACE CRM, others remotely in Doxim ECM. The latter were not easily accessible by ACE Users. This integration delivers a neat solution to these issues, providing a way for all critical customer documents to be stored in, and seamlessly accessed from, Doxim’s secure online document repository. It’s a win, win, win for Doxim, Neocog and our many joint customers.”
Chris Rasmussen, President and CEO, Doxim

“Doxim and Neocog are both focused on delivering the very best in products and services, tailored to the needs of the common customers that we serve. So it’s particularly gratifying when partnerships like this can lead to new offerings that deliver such immediate and tangible benefits to our joint customers.”
Chris Palmer, President and CEO, Neocog

About Doxim
Doxim builds and delivers automated account opening software, cloud-based Enterprise Content Management, and advanced document processing solutions for Financial Service Providers and their outsourcing partners. These solutions are used by thousands of clients in banking, credit unions, wealth management and investment brokerage to create, deliver and manage business critical documents and content more efficiently and cost effectively. Doxim solutions help these organizations to improve client communications, streamline document access and meet the stringent compliance requirements associated with transactional document output and delivery. Doxim is an SSAE16/CSAE 3416 compliant organization. Find out more at

About Neocog Technologies Inc.
Neocog Technologies delivers solutions designed to empower the entire organization. Neocog’s Member 1st suite of solutions ACE, Cognito and IntelliLender empower staff by giving them a robust 360 degree view of their members, the ability to process and decision loans quickly and efficiently and gives management easy access to vital information for strategic decision making. Neocog Technologies provides its sales and service solutions to many of Canada’s leading credit unions, including Meridian Credit Union and Libro Financial Group in Ontario, Conexus and Affinity credit unions in Saskatchewan, Servus Credit Union in Alberta and Westminster Savings Credit Union in British Columbia.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Sean O'Donovan
Visit website