Banking & Lending › Channel & Digital Banking › CRM for Banking

Doxim CRM

Customer engagement and CRM software purpose-built for banks, credit unions and wealth firms.

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Overview

Doxim provides customer engagement and CRM software for financial and regulated industries, with solutions tailored to banks, credit unions, and wealth management firms. Its CRM helps institutions centralize client information and improve cross-sell, upsell, and loyalty through personalized engagement.

Delivered as part of a broader SaaS customer communications and engagement suite, Doxim supports both in-branch and self-service interactions for retail and business customers.

Key Features

+ CRM purpose-built for financial services
+ Centralized client information
+ Cross-sell and upsell support
+ Personalized customer communications
+ In-branch and self-service engagement
+ Retail and business customer coverage

Integrations

Open APICore banking systems

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