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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 | 5 of 10 |
| Sector: Business Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 5 of 9 |
| State: Michigan M&A | 2 of 2 |
| Country: United States M&A | 3 of 8 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-06 |
Intelligent Document Solutions
Madison Heights, Michigan, United States Intelligent Document Solutions, Inc. (IDS.com) is a provider of secure eDocument and statement solutions to more than 500 banks and credit unions. IDS.com offers the expertise, infrastructure, efficiency and reliability that financial institutions demand from a document solutions provider, plus cutting edge integrated customer communication solutions. Intelligent Document Solutions, Inc. was established in 2014 and is based in Madison Heights, Michigan. |
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| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-09-15 |
Striata
New York, New York, United States Striata, Inc. is an application software developer and service provider focused on enabling secure electronic communication. Striata specializes in the secure delivery and payment of bills, statements, pay-stubs, invoices, and all other confidential documents, via encrypted e-mail. Striata, Inc. was founded in 1999 and is based in New York City. |
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