Name: Doxim CRM
Author: Doxim

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Beta Testing

Performance Testing

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Online Notary

Enterprise

Accounting

Accounts Receivable

Crypto Tax

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Custom Software Development Services

Data Deduplication

Data Science

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Intranet

Migration

Network Performance Monitoring

Open-Source Database

SaaS Management

Service Virtualization

Time Series Databases

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Banking

Digital Forensics

Equation Editors

Geographic Information

Hospital Management

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Medical Office EMR & EHR

Physical Therapy

Veterinary

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Brandle

Redtail CRM

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

DealCloud

Intapp

Dynamo Software

FT Amplify

Financial Times

Junxure

AdvisorEngine

CRMnext

CRMNEXT (Acidaes Solutions)

Doxim’s financial services CRM software provides staff with a complete view of customer information in a central source to enable customer retention and success by putting actionable customer data right at staff members’ fingertips. The vendor states that with it, customer service reps can access a record of every interaction a customer has had with staff members across all channels, which eliminates the need for customers to explain issues multiple times, and enables CSRs to resolve issues faster.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Doxim CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Doxim is a technology leader for financial services and regulated industries, enabling critical customer communications and transforming experiences to strengthen engagement throughout the entire life cycle. The Doxim <a rel="" target="_blank" href="www.doxim.com/customer-engagement-platform/">Customer Engagement Platform</a> helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS solutions. Learn more at <a title="Link: http://www.doxim.com" href="http://www.doxim.com" target="_blank" rel="nofollow,noopener"><b>www.doxim.com</b></a><a title="Link: http://www.doxim.com" href="http://www.doxim.com" target="_blank" rel="nofollow,noopener">.</a>

Doxim

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Doxim CRM

Overview

What is Doxim CRM?