Doxim CRM
Doxim CRM empowers community banks and credit unions to enhance customer engagement by centralizing crucial information and tools for staff. By streamlining account-opening processes and enabling omnichannel interactions, it allows institutions to personalize marketing efforts and optimize sales strategies, ultimately fostering stronger relationships and driving profitability.
Top Doxim CRM Alternatives
Sticky Advisor
Sticky Advisor transforms client management for financial professionals by providing cloud-based tools that streamline communications, organize documents, and automate tasks.
Equisoft/connect
Equisoft/connect serves as a sophisticated web-based CRM tailored for financial advisors, streamlining the management of clients' insurance and investment data.
Intelligent Customer Management
Intelligent Customer Management offers a fully integrated advisor experience, enhancing client interactions while optimizing advisors' time.
Kronos Finance
Kronos Finance offers innovative solutions for insurance and investment professionals, enabling seamless data integration and client management through its advanced CRM platform.
BlueMind
Designed for financial advisors, this innovative platform automates routine tasks like correspondence and document management, ensuring compliance effortlessly.
MyPlanMap
MyPlanMap empowers financial advisors to transform their client interactions by simplifying complex planning processes.
Forex CRM
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NexJ Contact
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AppiVa Software
Available on web and native Android, it streamlines sales processes, improves customer engagement, and allows...
Amplify CRM
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Account
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Market Quest For Insurance
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Junxure Cloud
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MLO Shift
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SatuitCRM
Its configurable application streamlines operations, boosts compliance, and minimizes risk while facilitating client engagement...
Top Doxim CRM Features
- Holistic customer information view
- 70% faster account opening
- Goal-based conversation facilitation
- Comprehensive customer engagement tracking
- Personalized marketing campaign automation
- Seamless member experience integration
- Off-site meeting support
- Complete profile access on mobile
- Omnichannel customer service approach
- Cross-sell opportunity identification
- Staff sales performance management
- Customer financial situation insights
- Centralized data warehouse access
- Targeted sales pitch optimization
- Data-driven CRM platform insights
- Automated customer segmentation
- Engagement tracking across all touchpoints
- Robust referral management system
- Streamlined communication histories
- Reward and coaching mechanisms for staff.
