Doxim

1380, Rodick Rd
Markham, ON L3R 4G5
Canada

About Doxim

The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.

Competitors of Doxim

INDATA

INDATA

INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More

Tier1CRM Inc

Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via... Read More

CGI

CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity. Read More

Products by Doxim

By Doxim

OpenAdvantage® is an automated account opening platform that enables financial services firms to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. With the ability to configure workflow, questionnaires,... Read more »