Doxim Releases CEM Solution to Increase Staff Efficiency  

New capabilities optimise customer touchpoints 

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Doxim Releases CEM Solution to Increase Staff Efficiency  
WFOInsights

Published: October 22, 2021

Carly Read

Doxim has launched its Customer Engagement Management Platform (CEM), which delivers a suite of integrated solutions that span the customer journey to create digital customer experiences. 

Designed specifically for banks and credit unions, Doxim CEM is a modular software platform that enables organisations to start with a single solution and plug in others over time to create a comprehensive integrated suite that will support multiple business needs. 

VP of Product Management CEM Sean Kennelly, said: “It’s all about creating efficiency this time around. Our vision is to create a single platform for your staff to service your customers through every stage in their journey with you. We want to create a platform that your staff want to use and one that makes their jobs easier. 

“So, in this release, we focused on expanding functionality to serve additional use cases during the customer journey as well as enhancing key workflows and integrations to create further efficiencies and time savings for your staff so they can focus on doing what they do best – creating a superior experience.” 

New and enhanced features and functions in the fall release include: 

  • Equifax Soft Credit Pulls to mitigate the costs of loans by enabling lenders to perform soft credit checks 
  • Credit Card Product Origination, which creates an improved customer experience as staff members can now offer credit cards during any key origination event 
  • Multi-Document Drag and Drop Upload, for quick, easy, and secure upload of documents through Doxim CEM into Doxim ECM 
  • Application Enhancements which empower staff members to upload products from a single application on different dates, eliminating delays for multi-product applicants 
  • Personalized Email Signatures – Enhanced email capabilities allow staff members to view solicitation preferences and personalize outbound communications with personal email signatures 
  • Additional capabilities with CUMIS – The release includes new use cases, better user flows and document versioning for an improved user experience when working with products and services from the Credit Union Members Insurance Society (CUMIS) 
  • New Business Origination APIs – As part of a broader API strategy, Doxim CEM now offers new Business Origination APIs so clients can innovate faster and create better customer experiences 
  • Improved Mandatory Field Validation – reduces time-to-lend by ensuring mandatory fields are checked immediately upon product status change 
     

The launch follows news personalised video company BlueRush partnered with customer communications management (CCM) platform provider Doxim. 

BlueRush is the maker of interactive personalised video platform IndiVideo, which captures data from the video interactions of customers to gain insights into their behaviour. 

The partnership will see BlueRush’s IndiVideo integrated with Doxim’s customer communications platform to provider more personalised digital customer experiences such as interactive statements, bills, policies and reports. 

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