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Doxim Email Notification Using an Enterprise Content Management (ECM) system like Doxim’s Enterprise Content Manager can improve your customer service levels by allowing your clients to access their documents including eStatements online, securely and at their convenience. But online document access only works if clients are made aware that their documents are available for viewing. Doxim Email Notification enables your organization to notify your customers as soon as documents are uploaded and ready to be viewed online. This product is available in tiered service levels, so you can elect to send simple, text-based email notifications or enhanced emails with colourful and enticing customer communication messages built right in. BASIC SERVICE Our basic service level is intended for clients who want to send a simple, text-based email notification to customers, indicating that documents are available to view, and that they should log in to their banking or brokerage platform. Because these emails do not contain links or images, they are less likely to become trapped in anti-spam or phishing filters, helping you to ensure that your clients are receiving their notifications in a timely fashion. Personalization of email is available at the basic and enhanced levels of Doxim’s Email Notification service, so you can address your customers by name, reinforcing your relationship with them. content.community.connected www.doxim.com HTML-based Email - Allows for dynamic and customized messaging Tiered Service Levels

Email notification brochure

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Using an Enterprise Content Management (ECM) system like Doxim’s Enterprise Content Manager can improve your customer service levels by allowing your customers to access their documents, such as eStatements, securely and at their convenience. Doxim Email Notification enables your organization to notify your customers as soon as documents are uploaded and ready to be viewed online. Available in tiered service levels from simple email notifications to enhanced emails that include enticing customer communications built right in! Download this brochure and visit www.doxim.com for more information.

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Page 1: Email notification brochure

Doxim EmailNotification

Using an Enterprise Content Management (ECM) system like Doxim’s Enterprise Content Manager can improve your customer service levels by allowing your clients to access their documents including eStatements online, securely and at their convenience. But online document access only works if clients are made aware that their documents are available for viewing.

Doxim Email Notification enables your organization to notify your customers as soon as documents are uploaded and ready to be viewed online. This product is available in tiered service levels, so you can elect to send simple, text-based email notifications or enhanced emails with colourful and enticing customer communication messages built right in.

BASIC SERVICE

Our basic service level is intended for clients who want to send a simple, text-based email notification to customers, indicating that documents are available to view, and that they should log in to their banking or brokerage platform. Because these emails do not contain links or images, they are less likely to become trapped in anti-spam or phishing filters, helping you to ensure that your clients are receiving their notifications in a timely fashion. Personalization of email is available at the basic and enhanced levels of Doxim’s Email Notification service, so you can address your customers by name, reinforcing your relationship with them.

content.community.connected www.doxim.com

HTML-based Email - Allows for dynamic and customized messaging

Tiered Service Levels

Page 2: Email notification brochure

Doxim Email Notification

ENHANCED SERVICE

Your customers are likely to pay more attention to emails which reference the specifics of their accounts than they would to general promotional emails. This makes notification emails an excellent platform for targeted marketing messages. With our enhanced Email Notification service, you can turn notification emails into high-impact opportunities for customer contact.

WIth our enhanced service, notification emails can be extended to include your organization`s customized marketing messages. Messages can include additional notifications on upcoming events, new campaigns advertisements, promotions, and general news you would like to share with your customers. And, of course, with HTML-based email, you can ensure your design template enhances and enforces your brand identity online.

READER TRACKING REPORT

Organizations who invest in email notification services want to know if their email campaigns are effective. To measure the effectiveness of these campaigns, a report can be created to track which recipients have opened and read the email and when the email was last opened. This enables your organization to create and test different email campaigns to determine what email marketing practices work best for you.

Learn Who Opened Your Email, and When

content.community.connected www.doxim.com

Doxim builds and delivers automated client on-boarding software, cloud-based Enterprise Content Management, and advanced documentprocessing solutions for Financial Service Providers and their outsourcing partners. These solutions are used by thousands of clients in banking, credit unions, wealth management and investment brokerage to create, deliver and manage business critical documents and content more efficiently and cost effectively. Doxim solutions help these organizations to improve client communications, streamline document access and meet the stringent compliance requirements associated with transactional document output and delivery.Doxim is an SSAE16/CSAE 3416 compliant organization.

Toronto | Kitchener | Vancouver | Montreal1.866.475.9876 | [email protected]

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