Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations.
Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures that aims to offer the ultimate trading experience, has selected Doxim Customer Communications Management (CCM) to power client communications across multiple channels.
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Doxim CCM is an omnichannel customer communications platform that helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and document technology solutions.
TradeStation will use Doxim CCM to streamline operational processes in the creation, delivery, tracking and archival of physical and digital client account statements. The platform will also allow TradeStation to have a single view of all account client confirmations and statements across all asset classes to improve client servicing while fulfilling its clients’ expectations for more modern digital communications.
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“We are committed to providing innovative tools and are focused on delivering the ultimate trading experience to our clients,” said John Bolek, Senior Vice President, Trading and Post Trade Operations at TradeStation. “Doxim CCM will provide a critical communications element of our solution and help us continue to deliver value to traders and investors today and well into the future. The platform also includes a variety of essential tools to allow us to monitor the creation and delivery of our statements so we can ensure investors and traders get the right message through their preferred channel, every time.”
“Doxim’s broad range of omnichannel communication capabilities make investor communications more relevant, personal, and timely while providing self-managed control and oversight into the entire process,” said Michael Hennessy, Chief Revenue Officer at Doxim. “Doxim has a long history of providing leading-edge communication solutions to companies in the Fintech, Wealth Management and Financial Services spaces, so we are uniquely positioned to support TradeStation as it continues to empower its clients to unlock their full trading and investment potential.”
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