Doxim ePresentment delivers a modern digital experience by enabling customers to access rich, dynamic documents on their preferred devices. By shifting to digital presentment, organizations can boost customer engagement while reducing print and mail costs, lowering customer service call volumes, and leveraging opportunities for targeted marketing and revenue generation. Doxim offers secure document delivery through a branded customer portal, email, or SMS/text, providing convenient access with heightened security. Customers gain flexibility with self-serve account management, allowing them to update information and preferences, reducing support calls and improving satisfaction. The solution includes a cloud-based archive for centralized document management, ensuring secure and easy access for both customers and staff. Built-in accessibility features support assistive technology, delivering compliant content and navigation options for all customers.

Features:

• On-Demand Portal Access: Securely share digital documents through a fully branded customer portal. Our easy-to-use portal provides a flexible, intuitive way to view current and historical documents, notifications and engagement.
• Customer Notifications “Your Statement is Ready”: Notify your customers via email or SMS/text when a statement or document is available in the customer portal and ready for viewing.
• Secure Document Delivery by Email or SMS/Text: Alternatively, share regulatory documents with customers directly by email or SMS for convenient portal-free access.
• Self-Serve Account Management & Preferences: Give your customers the flexibility and self-serve control to update their account information and delivery preferences when and where they choose. Reduce your support calls and improve customer satisfaction.
• Securely & Centrally Managed: Leverage a powerful, configurable, cloud-based archive to centralize your documents and ensure they are securely and easily accessible by customers and staff (for customer support).
• Accessible and Compliant: Leverage our built-in capabilities to ensure the customer portal and customer documents support assistive technology and deliver accessible content and navigation options for customers with disabilities.