Account Opening Software for Banks & Credit Unions | Doxim
Failure Risk for
Doxim Account Opening
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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.
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
Doxim Account Opening Customer wins, Customer success stories, Case studies
How efficiently Does Doxim Account Opening manage your Helpdesk Management?
Doxim's account opening helpdesk management system helps customers open new or additional accounts quickly and easily. It offers support for various channels, including branches, call centers, and self-service applications. The system streamlines the account opening process, completing the task in ten minutes or less.
"...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
What makes Doxim Account Opening ideal for Onboarding?
Doxim empowers financial institutions to automate client onboarding processes. This digitization enhances advisor productivity and reduces costs associated with account openings. By collecting customer data during the onboarding process, financial institutions gain insights to drive cross-selling efforts.
"...Digitizing your onboarding is a sure-fire way to increase advisor productivity and save more than US $100,000 per thousand accounts opened...."
Digital Account Opening
Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, replace paper statements with personalized video statements. The videos used customer data to create a uni...que experience for each of their 2 million members. 74% of viewers watched the entire video, and 90% reported higher satisfaction and better understanding of their pension. The solution increased engagement, conversions, and member retention by making pension information easy to understand and act on.
Doxim helped Aviso Wealth move to a single service provider for statement creation, e-presentment, and document delivery. Aviso Wealth wanted to simplify its vendor network and improve client experie...nce. Doxim provided print, SaaS e-presentment, archiving, and eNotification services. The transition was smooth, with no disruption to clients. Aviso Wealth saw 10-15% cost savings and statements delivered 3-4 days faster. More clients now choose electronic documents over paper.
Level One, a Doxim company, helped the City of Olathe launch a rapid-response payment arrangement program during the COVID-19 pandemic. The city needed a fast solution to help residents manage utilit...y bills and avoid falling behind. Level One provided tools for self-service enrollment, clear communication, and digital contracts. The program was deployed in days, not weeks, thanks to Level One’s quick response and flexible approach. Early results showed improved customer understanding and reduced call center volume.
Doxim CRM helped Conexus Credit Union fix fragmented member experiences caused by multiple mergers. Staff often struggled to share member information, leading to repeated questions and lost opportuni...ties. Conexus rolled out Doxim CRM across all branches and trained employees with a new program. Now, staff can have better conversations with members and record important details. This improved the member experience and made service more seamless across the credit union.
Fayetteville Public Works Commission (PWC)
- Utilities
Doxim helped Fayetteville Public Works Commission redesign their utility bills for 135,000 monthly customers. The new bill design used color coding, targeted messaging, and better graphics to make ch...arges clear. PWC added a customer portal and IVR, reducing call center contacts by 15%. Segmented messages and a monthly newsletter made communications more personal. Customers found bills easier to understand, and CSRs could resolve issues faster.
Doxim’s Enterprise Content Manager and Document Imaging helped G&F Financial Group go paperless. G&F wanted to cut its carbon footprint and improve member service. The old system was slow and ineffic...ient. With Doxim, staff scan and access documents much faster. The project finished a year ahead of schedule in some areas. G&F now saves money on storage and printing, and members get faster service.
