Doxim Helps Redefine the Customer Experience at 2014 SIFMA Ops Conference

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Enhanced Statement Solutions and Online Client Onboarding With Integrated E-Signatures

Doxim, (, a leading provider of Customer Communications Management technology including Automated Client Onboarding, cloud-based Enterprise Content Management and Advanced Document Processing solutions for Financial Service Providers, will be exhibiting at the SIFMA Operations Conference at the Boca Raton Resort & Club, Boca Raton, Florida, April 28th-May 1st, 2014.

Doxim has recently released a new version of OpenAdvantage®, an automated client onboarding platform that enables financial services firms to improve their customer’s experience, increase operational efficiencies and reduce costs by providing a superior, personalized account opening experience. This platform now offers full integration of e-SignLive™ e-signature technology from Silanis, providing true end-to-end paperless client onboarding anywhere, anytime. Doxim’s OpenAdvantage® helps improve the client experience while allowing organizations to:

  • Reduce client onboarding costs and accelerate the onboarding process
  • Open accounts in real time, often within one day
  • Increase revenue and uncover hidden sales and service opportunities
  • Dramatically reduce NIGO rates

Drawing on over a decade of experience in statement design and delivery, Doxim will also showcase its Enhanced Statement Solutions at the Conference. By switching to best-in-class business statements, made available to customers through their preferred channel and at their convenience, organizations can:

  • Improve customer service with easy to read, appealing statements online or in print
  • Increase customer loyalty with branded, personalized communications
  • Use statement marketing zones to promote cross-sell/up-sell offers right on the statement

Conference attendees are encouraged to visit Doxim at SIFMA Ops, Booth #407 to learn more.

About Doxim
Doxim builds and delivers a suite of Customer Communication Management solutions including automated client onboarding 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 wealth management, investment brokerage and banking 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 processing. Find out more at

Media Contact:
Sean O’Donovan, E.V.P. Products & Customer Delivery, Doxim Inc.
sodonovan(at)doxim(dot)com +1(416) 840-9910

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Sean O'Donovan
Doxim Inc.
+1 (416) 840-9910
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