Doxim

Doxim is a leader in customer communications management (CCM) and engagement technology, primarily serving financial and regulated markets. The company provides an integrated platform that enables clients to enhance customer communication, improve operational efficiency, and address digitization challenges. Its suite of software solutions encompasses client onboarding, statement composition, archiving, and content management, facilitating personalized interactions that drive customer loyalty and increase revenue. By offering omnichannel delivery solutions, Doxim helps organizations effectively engage with their customers throughout the entire lifecycle, ultimately transforming and modernizing the way they communicate.

Kevin Svenson

Executive Vice President of Operations

15 past transactions

Direct Technologies

Acquisition in 2021
Direct Technologies, Inc. is a provider of direct marketing and letter shop services, specializing in variable print, fulfillment, electronic communications, and direct mail solutions. Founded in 1994 and based in Suwanee, Georgia, the company offers a range of production services that include data processing, manufacturing, and distribution. Its product portfolio features items such as membership cards, gift cards, prescription benefit cards, prepaid cards, and retail loyalty cards. Direct Technologies serves a diverse clientele across various sectors, including healthcare, telecommunications, retail, insurance, automotive, hospitality, financial services, and non-profit organizations. The company's focus on innovative technologies and customer engagement strategies aims to enhance client relationships and retention.

Level One

Acquisition in 2021
Level One is a company based in Malvern, Pennsylvania, founded in 2004, that specializes in customer experience solutions for the utility market, as well as insurance providers and governments. The company offers a cloud-based platform known as OneVIEW CXM, which enhances customer engagement by providing businesses with tools for quality assurance, content management, multi-channel bill presentment, payment processing, customer preference management, and analytics reporting. Level One's services include electronic bill presentation and payment processing, utilizing secure communication across various channels to deliver cost savings and increased efficiencies for its clients while accelerating payment processes.

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

Acquisition in 2020
Pinnacle Data Systems, LLC specializes in document composition, printing, mailing, and electronic payment services. The company produces a variety of printed materials, including bills, letters, statements, and notices, while also offering electronic presentment solutions that allow customers to access their documents from any device. Its services include e-billing and self-service payment options for both B2C and B2B environments. Additionally, Pinnacle Data Systems provides graphic design services, rapid turnaround times, and personalized client support. The company features an online portal for document control and archiving, as well as One2One, a web-based message manager that enables the integration of custom marketing messages into documents. Serving a diverse clientele, Pinnacle Data Systems manages and delivers print and electronic documents for industries such as utilities, healthcare, insurance, and financial services. Founded in 1992, the company is headquartered in Birmingham, Alabama, with additional locations in Suwanee, Georgia, and Phoenix, Arizona. Pinnacle Data Systems operates as a subsidiary of Doxim Solutions ULC.

Striata

Acquisition in 2020
Striata, Inc. specializes in developing software applications for eDocuments, eBilling, and eMarketing, targeting sectors such as financial services, insurance, telecommunications, and utilities, both in the United States and internationally. The company offers a range of electronic messaging solutions to a diverse clientele, including blue-chip organizations. Its eBilling services encompass electronic notifications, credit and collections, B2B EIPP, e-invoicing, and eStatements. Additionally, Striata provides electronic document delivery and eMarketing services, which include email marketing, data management, customer profiling, eSurveys, and eRSVP. The company also focuses on paperless adoption, email database management, customer insight reporting, and deliverability strategies. Founded in 1999 and headquartered in New York, Striata has expanded its operations globally, with offices in London, Sydney, Hong Kong, and Johannesburg. It was previously known as The E-mail Corporation until its rebranding in 2003 and operates as a subsidiary of Doxim Solutions ULC.

Utilitec

Acquisition in 2019
Utilitec, founded in 1985 and based in Troy, Michigan, offers specialized data management and customer communications solutions tailored to the metered services industry. As a subsidiary of Doxim Solutions ULC since August 2019, Utilitec provides a range of services, including data processing, e-presentment, and bill payment solutions. The company conducts comprehensive data and business practice assessments and employs customer-focused design strategies to enhance engagement. By addressing the specific needs of its clients, Utilitec aims to maximize efficiency and effectiveness in their operations.

MessagingDirect

Acquisition in 2019
MessagingDirect Ltd. specializes in developing digital customer communications software, with a focus on secure messaging and electronic bill delivery. The company offers CORE360, a scalable platform that provides comprehensive solutions for customer communications, including data transformation, content generation, message delivery, and document archiving. Additionally, MessagingDirect provides various services such as implementation, training, 24/7 support, custom development, capacity planning, and consulting. Its client base includes financial institutions, banks, insurance providers, and print and mail service companies. Founded in 1999 and headquartered in Edmonton, Canada, MessagingDirect operates as a subsidiary of Doxim Solutions ULC.

Market Connections

Acquisition in 2019
Market Connections, Inc. specializes in designing and implementing tailored communication technology solutions. The company serves various sectors, including financial services, corporate, real estate, and dental markets across Canada and the United States. Founded in 1992 and headquartered in Toronto, Canada, Market Connections has established itself as a prominent provider of customer communications and campaign management technology, particularly for wealth management and financial services organizations. As of February 2019, it 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, focusing on digital transactional document presentment, print and mail services, and electronic document delivery and management tools. The company's print and mail services include automated processes, production, reporting, design, and dynamic marketing. Its digital offerings encompass email, presentment, payment, and archiving, while postal processing solutions involve presort management and mail tracking. Allison Payment Systems serves a diverse range of industries, including consumer finance, utilities, auto finance, mortgage, healthcare, government services, insurance, telecom, and educational finance. Founded in 1888 and based in Indianapolis, Indiana, the company was previously known as Cummins-Allison Corporation before rebranding in 1995.

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
Roler Data Transfer Services, Inc. specializes in developing software solutions for document design, production, and management. Founded in 1991 and headquartered in Mississauga, Canada, with additional offices in Toronto, Vancouver, and Buffalo, the company serves various sectors, including transportation, professional services, manufacturing, utilities, and financial institutions. Roler Data offers a range of services, including data extraction, system migration, electronic document composition, and archival solutions. The company emphasizes sustainability by implementing strategies to reduce paper usage and enhance e-delivery options, which leads to lower operational costs and a reduced environmental impact. As a subsidiary of Doxim Inc., Roler Data aims to streamline document processes for its clients, ultimately improving efficiency while minimizing resource-intensive projects.

Neocog Technologies

Acquisition in 2015
Neocog Technologies

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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.