Statement Solutions                                  Doxim Clients - eDelivery (%)                                        ...
Statement SolutionsPersonalized Statement MarketingPersonalized Statement Marketing is an innovative offeringthat enables ...
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Full Service Statement Processing, Printing and e-Delivery Solutions


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One of the most important documents that you distribute on a regular basis are your business statements, which include critical documents such as bank statements and investment updates.

Doxim's deep understanding of the imperatives surrounding both print and online statement output has enabled us to develop many value-added statement services that help our clients to run more efficiently and reduce the considerable costs associated with statement production and output.

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Full Service Statement Processing, Printing and e-Delivery Solutions

  1. 1. Statement Solutions forCredit UnionsFULL SERVICE STATEMENT PROCESSING, PRINTINGAND E-DELIVERY SOLUTIONSDoxim is the leading provider of document processing and contentmanagement services to Canadian Credit Unions. Backed by a deepunderstanding of technology, business and regulatory needs, Doxim hasbecome the trusted provider for more Credit Unions in Canada than anyother organization.Established over a decade ago, Doxim today provides SECURE-PRINT STATEMENT SERVICESstatement processing printing and eDelivery solutions to over Doxim’s comprehensive statement processing services respond300 Canadian Credit Unions, coast to coast. We service these to demands from the Credit Union community for an integratedorganizations both directly and indirectly through long term end-to-end solution to help manage the production andstrategic partnerships with market leading service providers delivery of regulatory documents and related communications,like League Data and Credit Union Payment Services. ensuring that all their important client communications are delivered securely, accurately and on-time.Throughout this time, we have delivered exceptional levelsof customer satisfaction, witnessed by a client retention rate These services include:which has consistently exceeded 97%, year in, year out. • Data Conversion and OptimizationWHAT WE DO • High Speed Print and Electronic Document ProductionDoxim provides advanced statement composition and • On-Statement Marketing Messagesprocessing services using data from any core banking platform • Cheque Image Managementand outputs documents to both print and electronic formats • Collateral Insertingfor online access. Doxim supports a broad range of banking • Colour Printingplatforms from the following providers, including: • Differential Bundling and House-Holding • Distribution Logistics and Hold Mail Services• Celero • Secure Processing Environment• CGI• Fiserv CHECK PROCESSING AND EXCEPTIONS• Infonancial MATCHING SERVICE• Open Solutions The Doxim Daily Check Processing service facilitates the daily• SIT batch processing of check images received from a clearing• Smart Solution agent or service provider, and uploads them in near real-time• Temenos to Doxim Enterprise Content Manager (ECM). This facilitates exception management processes as well as eStatement adoption, as check images are all available for easy appending to an eStatement
  2. 2. Statement Solutions Doxim Clients - eDelivery (%) Better Looking Statements Our Enhanced Statement Design and Composition service 90 60 converts difficult to read, unattractive statements into Top 10 Percent of Customers 80 attractive, well laid out statements complete with integrated, 50 Average eDelivery Levels 70 targeted marketing messages. They are easier to read (Green Line) 60 40 and help communicate your content more effectively to (Blue Bars) 50 40 30 members. 30 20 20 10 10 0 0 7 8 9 0 20 0 20 0 20 0 20 1 1.1 - Doxim Clients eDelivery DataSTATEMENT E-DELIVERYToday, more and more members want to opt-out of printedstatements. To accommodate this, Doxim offers advancedeDelivery services via its cloud-based ECM platform. Unliketraditional print service providers, we take the task of drivingeDelivery adoption very seriously. This is evidenced by the factthat, on average, Doxim clients enjoy 55% eDelivery levels,almost four times the average of other financial institutions.And our top ten percentile of Credit Union clients exceed 85%print statement opt-out.Using Doxim ECM, banking staff can quickly and easily accessstatements and other document online using single sign-on viatheir banking platform. Doxim ECM also interfaces seamlesslywith online banking portals, such as MemberDirectTM, makingit easy for members to access statements, cheques and otherdocuments online, where and when they need them. 1.2 - Doxim Enhanced Statement ExamplesVALUE ADDED STATEMENT SERVICESBecause we’re focused on providing the very best in statementproducts and services, Doxim offers a broad range of valueadded statement solutions beyond simple processing, printand
  3. 3. Statement SolutionsPersonalized Statement MarketingPersonalized Statement Marketing is an innovative offeringthat enables credit unions to improve the effectiveness of their Enhanced Statement Securitymarketing campaigns, and reduce the costs associated with By deploying 2D barcode technology, we can managepre-printed inserts, by placing targeted, relevant marketing advanced document processing options, like printing amessages directly onto statements in both printed and logo, address and marketing messages onto closed windowelectronic formats. envelopes, providing greater security and integrity of the statement content.eNewsletters & eInsertseNewsletters & eInserts allows newsletter and/or insert LOOKING BEYOND THE STATEMENTcontent to be appended to the end of an electronic statement Working closely with Credit Unions to help them withso that it can be viewed online (as one document, contiguous document processing and output has allowed us to gainwith the eStatement). eNewsletters and/or eInsert content a deep understanding of their overall document dynamically appended to the statement when the PDF of This has driven the development and launch of many otherthe eStatement is opened. This ensures that members who eDocument-centric products and services, that leveragehave opted out of print statements continue to receive these the power of the Doxim ECM online document repository,important communications. including:In-line Inserts/Newsletters • Paperless Banking ReportsWe can also print Inserts and Newsletters in-line with statement • Document Imaging Solutionsitself, so that they become an integral part of paper statements • eDocument Access via Web Banking Portalsthat are delivered by mail. This saves money, by avoiding the • Electronic Board Packagesneed to print, distribute, fold and insert these documents as • Year-end Tax Form Processingseparate items along with the printed statement. Contact us at or 905.475.9876 to findData Insertion and Merging out more, or visit us online at insertion allows supplementary data to be added tothe statement data stream before processing. This makes itpossible to do things like adding a MasterCard Airmiles pointsbalance directly to a statement.Data Merging allows two separate print streams to be mergedtogether post processing, pre-printing/ output. This makesit possible to merge two documents (e.g. a year-end Bonusshare certificate and a December statement) so that they canbe mailed out in one vs. two envelopes.Doxim Inc. provides a full suite of enterprise content management products and services that together provide a web-based alternative to theprinting and mailing of customer-centric documents such as statements, reports, client records, cheque images and transaction records.Doxim serves the financial services marketplace across North America, with over 300 clients in banking, credit unionsand investment brokerage. These organizations work with Doxim to improve their client communications, streamline documentaccess, meet compliance requirements, and reduce the expense, work effort and environmental impact associated with thecreation, delivery and archiving of business critical documents. Doxim is a SAS 70 and CICA 5970 certified