Doxim

Doxim Solutions ULC specializes in customer engagement and communications management, providing a comprehensive platform designed to enhance client interactions across various industries, including financial services, healthcare, and utilities. The Doxim Customer Communication Platform enables businesses to create and distribute critical documents and personalized communications through both print and digital channels. The company's offerings include solutions for customer engagement management, self-service account and loan origination, digital account opening, client onboarding, email marketing, and customer relationship management. By addressing challenges related to digitization, operational efficiency, and customer experience, Doxim's integrated suite of software-as-a-service solutions empowers organizations to strengthen customer loyalty, improve revenue opportunities, and streamline their communication processes. Founded in 2000 and based in Markham, Canada, Doxim is recognized as a leader in the customer communications management sector.

Kevin Svenson

Executive Vice President of Operations

14 past transactions

Level One

Acquisition in 2021
Level One is a company based in Malvern, Pennsylvania, that specializes in customer experience solutions for the utility market, as well as insurance providers and government entities. Founded in 2004, the company offers a cloud-based platform called OneVIEW CXM, which enhances visibility and control over the customer engagement process. Their services encompass electronic bill presentation and payment processing, customer preference management, quality assurance, and analytics reporting. By utilizing secure communication across multiple channels, Level One helps clients achieve cost savings, operational efficiencies, and faster payment cycles.

Laser Print Plus

Acquisition in 2020
Laser Print Plus, Inc, established in 1994 and based in Columbia, South Carolina, specializes in designing, printing, and mailing various documents, including statements, invoices, insurance policies, and tax notices. The company employs advanced printing techniques, such as high-speed laser and inkjet printing, and offers options in black and white, highlight color, or full color. Its services include intelligent envelope inserting, which accommodates varying page counts and allows for selective inclusion of additional materials. Additionally, Laser Print Plus provides custom programming, data processing, and graphic design, along with address cleansing services to ensure accurate and efficient mail delivery. As of December 2020, Laser Print Plus operates as a subsidiary of Doxim, Inc.

Pinnacle Data Systems, LLC

Acquisition in 2020
Pinnacle Data Systems, LLC specializes in document management and distribution services, offering a range of solutions including document composition, printing, mailing, paperless delivery, and electronic payments. The company prints various documents such as bills, letters, statements, and notices, while also providing electronic presentment solutions that enable customers to access their documents from any device. It offers e-billing and self-service payment options for both business-to-consumer and business-to-business environments. Additionally, Pinnacle Data Systems provides graphic design services, rapid turnaround times, and personalized client support. Its online portal allows for document content control and archiving, while its One2One message manager facilitates the addition of custom marketing messages to documents. The company caters to a diverse clientele, including utilities, healthcare, insurance, and financial services. Founded in 1992, Pinnacle Data Systems is headquartered in Birmingham, Alabama, with additional locations in Suwanee, Georgia, and Phoenix, Arizona. It operates as a subsidiary of Doxim Solutions ULC.

Striata

Acquisition in 2020
Striata, Inc. develops eDocuments, eBilling, and eMarketing software applications for financial services, insurance, telecommunications, and utility industries in the United States and internationally. It provides electronic messaging to various blue-chip customers. The company provides eBilling solutions, such as electronic notifications and alerts, credit and collections, B2B EIPP and e-invoicing, and eStatements; electronic document delivery solutions; and eMarketing services, such as email marketing, data management, customer profiling and acquisition, eSurvey, and eRSVP. It offers paperless adoption, email database management, customer insight reporting, and deliverability strategies services. The company provides a range of solutions and services to clients through resellers. Striata, Inc. was formerly known as The E-mail Corporation and changed its name to Striata, Inc. in March 2003. The company was founded in 1999 and is headquartered in New York, New York. It has operations in New York, London, Sydney, Hong Kong, and Johannesburg. As of September 15, 2020, Striata, Inc. operates as a subsidiary of Data Mail Services, Inc. As of September 15, 2020, Striata, Inc. operates as a subsidiary of Doxim Solutions ULC.

Utilitec

Acquisition in 2019
Utilitec provides data management and distribution services. The company was founded in 1985 and is based in Troy, Michigan. As of August 28, 2019, Utilitec operates as a subsidiary of Doxim Solutions ULC.

MessagingDirect

Acquisition in 2019
MessagingDirect Ltd. is a Canadian company that specializes in developing digital customer communications software. Its flagship product, CORE360, is a scalable solution designed to facilitate comprehensive customer communications within a secure environment. The software includes features for data transformation, content generation, message delivery, customer service web applications, and document archiving. In addition to its software offerings, MessagingDirect provides a range of services, such as implementation, training, 24/7 support, custom development, capacity planning, and consulting. The company's solutions cater primarily to financial institutions, banks, financial services, print and mail providers, brokers, and insurance providers. Founded in 1999 and originally known as Isode, Inc., MessagingDirect became a subsidiary of Doxim Solutions ULC in 2019 and is headquartered in Edmonton, Canada.

Market Connections

Acquisition in 2019
Market Connections is a provider of customer communications and campaign management technology, primarily serving wealth management and other financial services organizations. Founded in 1992 and based in Toronto, Canada, the company specializes in designing, developing, and executing customized communication solutions. Market Connections focuses on helping clients streamline their outreach through comprehensive multi-channel delivery services. These services include managing industry news and proxy votes, which facilitate engagement with both existing and prospective customers. The company also caters to various sectors, including corporate, real estate, and dental markets, and operates as a subsidiary of Doxim Solutions ULC.

Allison Payment Systems

Acquisition in 2018
Allison Payment Systems, LLC is a provider of customer communication solutions, specializing in digital transactional document presentment and print and mail services. The company offers a range of services including automated print and mail processes, digital communication tools such as email, payment presentment, and archiving, as well as postal processing solutions like presort management and mail tracking. Allison Payment Systems serves various industries, including consumer finance, utilities, healthcare, government services, and education. Founded in 1888 and based in Indianapolis, Indiana, the company was previously known as Cummins-Allison Corporation before rebranding in 1995. With over a century of experience, Allison Payment Systems focuses on enhancing efficiency and improving the delivery of essential documents and communications for its clients.

Intelligent Document Solutions

Acquisition in 2017
Intelligent Document Solutions, Inc. is a subsidiary of Doxim Solutions ULC that specializes in secure eDocument solutions and high-speed color print and mail production services. The company caters primarily to financial institutions, including credit unions and banks, offering a comprehensive range of document services tailored to meet their specific needs. With decades of experience in the industry, Intelligent Document Solutions is equipped to support clients in integrating marketing campaigns and fulfilling various document requirements efficiently.

DigitalMailer

Acquisition in 2016
DigitalMailer, Inc. is an e-Marketing firm based in Herndon, Virginia, specializing in digital communication solutions for the financial industry in the United States. Founded in 2000, the company serves over 200 credit unions and community banks, offering a comprehensive suite of products and services designed to enhance customer engagement. Its offerings include electronic document management systems, eStatements, one-click enrollment, and secure forms, alongside various communication services such as email marketing, collection reminders, and triggered emails. DigitalMailer also provides specialized tools like customized surveys, disaster communication solutions, and a program that connects customers with local resources. The company has established strategic partnerships with several organizations to further enhance its service offerings. As of 2016, DigitalMailer operates as a subsidiary of Doxim Inc.

Roler Data

Acquisition in 2015
Organizations choose ROLER to help develop and deploy document strategies that increase speed and efficiency while reducing the use of paper and postage. ROLER's Software as a Service (SaaS) solutions ensure that their clients avoid the need for tying up resources in capital-intensive projects related to document design, production and delivery. ROLER has been working to make the document services world a bit greener. They have incorporated paper reduction strategies in-house and they work with each of their clients to minimize paper usage via statement re-design and e-delivery solutions. This has resulted in lower costs and less impact on the environment, and they continue to strive for further improvements.

Arius Software

Acquisition in 2012
Arius is the leading provider of account opening applications to the North American financial services sector.

Impress Digital

Acquisition in 2009
Impress Digital is a customer communications company serving financial services and regulated industry organizations.
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