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Doxim Office

79 Madison Ave, 2nd Flr
New York




Bhavin Bhatt
[email protected]

Doxim Loans Origination

Doxim Loans Origination offers a wizard-like interface that helps your staff through the loan conversation to make informed decisions about which products to offer the client. Improves Client experience, It helps reduce risk, increases compliance and offers seamless integration to Doxim CRM and ECM.

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Doxim Client Onboarding

Doxim Client Onboarding helps Financial Service providers streamline their business by bringing their critical business processes, such as new account opening, online. It’s a flexible platform that can be adapted for multiple lines of business with multiple business needs.

Doxim Business Analytics

Powerful data mining and smart analytics capabilities help you identify trends in client demographics and behavior and plan more effective, precisely targeted campaigns. Customer segments can be used to drive marketing campaigns via Doxim CRM, offering end to end automated campaign management.

Doxim Customer Relationship Management (front line CRM)

Doxim CRM contains rich customer profile information, maintains a record of all contacts a household makes with its financial institution, automates sales and service campaign prompts at all touch points, and motivates staff with real-time personal achievement reports.