DOX™ is the industry-leading document management platform for automating the management and distribution of marketing and compliance documents to advisor and sales channels. Our fully integrated solution enables our clients to outsource the entire marketing supply chain from content management, to online ordering, warehousing, inventory management, print production, kit assembly, fulfillment and web-based reporting.
Our proprietary online marketing portal provides your users with current, branded, customized marketing materials on demand. The self-service platform enables your team to focus on marketing rather than content fulfillment activities. DOX is offered as a client-branded cloud solution facilitating very rapid implementation that supports full integration with leading CRM and ERP systems. Extensive content customization capabilities offer support for co-branding and highly personalized client communications. All marketing content is managed through the DOX enterprise content management module.
InvestorCOM provides complete back-office fulfillment support that includes e-delivery, print-on-demand, print outsourcing, warehousing and advanced kitting capabilities. Financial institutions can leverage DOX and our end-to-end outsourcing process to transform their marketing and sales processes.
Features & Benefits
|Branded, white-label interface||User experience consistent with your existing applications|
|Multi-channel distribution||Support for print, mail and e-delivery channels|
|Document Customization & Dynamic Kit feature||Deliver highly personalized, relevant marketing communications|
|Category and User Profile Management||Enterprise content management enables full control of all documents and content|
|User Profile Management||Control access rights and privileges for all users|
|Software as a Service (SaaS) solution is secure and available 24/7||Improved productivity by sales team, ease of implementation, low demand on internal IT resources|