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Doxim is a provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences. Doxim was founded in 2000 and is based in Markham, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 10 |
| Sector: Information Technology M&A | 1 of 3 |
| Type: Add-on Acquisition M&A Deals | 6 of 9 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 4 of 8 |
| Year: 2020 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-28 |
Utilitec
Troy, Michigan, United States Utilitec is a provider of Business Process Outsourcing (BPO) solutions for the utility industry. Utilitec is based in Troy, Michigan. |
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| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-14 |
Pinnacle Data Systems
Suwanee, Georgia, United States Pinnacle Data Systems is a solution provider for document composition, printing, mailing, paperless delivery, and electronic payments. The company delivers millions of print and electronic documents every month for utilities, healthcare, insurance, financial service, and telecommunications companies, including many Fortune 100 companies. Pinnacle Data Systems is headquartered in Suwanee, Georgia. |
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