Doxim
Customer engagement platform built for banks and credit unions
About Doxim
Doxim is a SaaS-based customer engagement management (CEM) platform designed specifically for community banks, credit unions, and wealth management firms. It combines CRM, loan origination, account opening, and customer communications into a single integrated suite that helps financial institutions streamline operations and deepen customer relationships.
Pros & Cons
Pros
- Purpose-built for financial institutions with deep industry-specific features
- Integrated CRM and loan origination in a single platform eliminates silos
- Straightforward UI that new staff can learn quickly
- Excellent customer support with responsive email and phone assistance
- Omnichannel self-service capabilities reduce branch workload
- Strong document generation automates paperwork and frees staff for member service
Cons
- Enterprise-only pricing with no transparent public plans
- Historically not fully web-based, though modernizing with recent releases
- No public API availability limits third-party integrations
- Narrow market focus — designed exclusively for banks and credit unions
- Implementation can be complex given the breadth of the platform
Key Features
Financial Services CRM
360-degree customer view with interaction tracking, engagement management, referrals, and opportunity tracking purpose-built for community banks and credit unions
Loan Origination
Streamlined retail and commercial loan processing with automated decisioning, umbrella lending support, and integrated document generation
Digital Account Opening
End-to-end self-service account opening with ID verification, eSignature support, and core banking integration across all channels
Customer Communications Management
Omnichannel personalized communications at scale including statements, notices, and marketing materials delivered in the customer's preferred channel
Marketing Automation
Campaign manager for automating outreach tasks, cross-sell and upsell opportunities driven by customer data insights
Document Management
Automated generation of loan documents, account forms, and regulatory communications with centralized storage
Mobile & Tablet Support
Tablet-friendly web interface for branch staff and mobile self-serve capabilities for customers to apply anytime, anywhere
Omnichannel Experience
Customers can start applications on one channel and seamlessly switch to another, with smart business messaging to recover abandoned applications
Pricing
- CRM
- Loan Origination
- Account Opening
- CCM
- Marketing Automation
- Document Management
- Implementation & Training
Best For
Credit Union Member Engagement
Give tellers and advisors a 360-degree member view to identify cross-sell opportunities and manage relationships more effectively
Digital Loan Processing
Enable borrowers to apply for retail or commercial loans online with automated decisioning and integrated document generation
Self-Service Account Opening
Let customers open accounts digitally with ID verification and eSignature, reducing branch paperwork by up to 50%
Omnichannel Customer Communications
Generate and deliver personalized statements, notices, and marketing across print, email, and digital channels
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