Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, contact management and campaign workflow to improve customer engagement. Key features include interaction tracking, wealth management, marketing automation, lead management and document storage. Teams using Doxim can capture and store information related to current wallet share, off-balance-sheet data and last contact date in a unified repository for future reference. It allows enterprises to monitor campaign performance for streamlining the sales pipeline and increasing revenue and conversion rates. Additionally, its mobile application provides staff members with access to customer profiles and portfolio information to facilitate collaboration and off-si...