Document ProcessingStrategic Partners for Success

Chris Rasmussen | President and CEO, Doxim Inc.

A New Approach To

VisionCompany Vision:To be the leading provider of business critical document and content managementsolutions for service providers.

Product Vision:To provide service bureau and customer solutions that add value to and improve the performance of critical business processes.

Services Vision:To provide enduring customer value by fostering collaboration, recognizing excellence and delivering quality and reliability at anaffordable price.

Overview Today we serve hundreds of Financial Service Provider clients Majority via strategic partnerships with print service providers Automated Document Processing & Enterprise Content Management Primarily SaaS based delivery model Highly Available, multi-redundant cloud computing platform SAS 70 & CICA 5970 compliant Recognized:

As one of Canada’s fastest growing companies for past 4 years BDO Business Value Award 2011

We care about service, and getting it done right

Success Stories

120 Banks & CU’s

125 Banks & CU’s

65 CU’s

40 Investment brokerage firms

Who is Doxim? Market Dynamics & Opportunities

Statement Opportunities

Statements are much more than just a record of account information

Repeatable marketing ROI since opened by 95% of recipients and viewed an average of 2-3 minutes per document

Translates into great communication medium to cross-sell / up-sell by introducing in real-time: multiple, pertinent, personalized promotional content with each statement

Key branding and promotional vehicle, both offline and online experiences

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

Paper only Paper & 40% e*solutions Paper & 70% e*solutions

Postage (pass-thru)

Paper

Lettershop

Print B&W

Print color

E*solutions

E*deliveryE-delivery adoption plan

Market Dynamics & Opportunities

Paper Only Doxim average e-delivery Doxim best practices

Customer cost

Solution Provider Revenues

Doxim’s average “opt out of printed statements” is close to 65%

Doxim top 10 percentile client reached over 80% print suppression

Market Dynamics & Opportunities

Challenges in a Dynamic Competitive Environment

Data parsing, preparation & integrity

Compliance / reporting

Insufficient automation

Customer churn & lost opportunities

Custom programming, specialized skills

Statement Production

Statement Offering

Doxim’s Statement Offerings

Doxim’s Statement Offerings

Clean & appealing design

Brand reinforcement

Personalized information

Targeted promotional message

Improved integrity and security

Template can vary from page to page

Flexible Templates

Integrated Online & Offline Append various check image layouts or promotional materials

Multi-Channel Delivery Deliver finished statements to print and archive with eNotifications

Secured Archiving

Print & Mail

eNotification

Composition

Laser PrintLetter Shop Mail

Delivery

Upload files to DOXIMData from host/

existing applications

Value-added pre-processing

Multiple inputsData from host/|

existing applications

Preferences Direct Load

Rules based access

InternetCRM/

Archive

Customer Access

Sample Documents: Statements Reports Cyclical documents

Automated Document Processing

Doxim Business Process Manager

Doxim BPM - designed and built for service providers

Automates management of document composition,

conversion, routing and output

Marshaling from core systems through to print and/or

upload to an online archive

Streamlines end-to-end production

processing environment

Move away from manual processes heavily reliant on individual skill sets and custom programming to relying instead on an easy to configure &

administer end to end platform

Key Capabilities: Data Normalization

Results Less human intervention

Reduction in errors

Increases customer satisfaction

Increased throughput

Key Capabilities: Automation

End to end automation: from prep, production, QA, print production, push to ECM, real-time monitoring, reporting & file clean-up

Results Faster processing, achievement of SLA’s

Increased volume & capacity

Less re-runs & “fire-fighting”

Improved data integrity issues, with fewer manual steps

Key Capabilities: Quality Control

Consistently complete QC checks using a browser based interface

Results Higher customer satisfaction ratings

Meet SLA’s

Higher compliance

Catch errors prior to physical production

Lower cost, reduced re-runs

Key Capabilities: Preferences & House-Holding

Doxim’s platform is all about preference management

Preference management allows for bundling of communications materials

Process integrity is enhanced with the use of 2D barcodes

Individual, branch and company preferences can be set for – layout, product level messaging, and personal preferences (delivery options, views, fonts etc.)

Paper and plexing control can be set differentially

Documents can be mailed into one package

Archive as one document

Archive as statement group

Who is Doxim? Doxim Advanced Document Management

Doxim Enterprise Content Manager

Centralized, secure Cloud-based content management platform

Staff access documents via Doxim GUI or single sign-on

Customers access via integration with customer portal

Highly scalable :

No limit to the number of users that can access the system

No limit to the number of documents that Doxim ECM can manage.

Doxim ECM - Differentiators

• Multi-Tenant Model – Customize Each Instance

• Dynamic Rules-Based Access

• Speed & Flexibility

• Ease of Integration

Scanning

Direct Web Interface

Call CentreCustomers

BPM

Legacy Applications

ECM

Direct Mail

Online Portal

Doxim Vision for Service Providers

Who is Doxim? A Shared Vision For Service Providers

Doxim Vision for Service Providers

ServicesDirect Mail FormsReports

Correspondence OthersStatements Invoices

Company Document Types Document Grouping

ComplianceStatements, tax, reports

Hard Copy documentsLoan docs, KYC

Direct Mail

Other Business RecordsBoard Packages, AP, HR

A Service Provider Goal

To own the whole customer relationship

Service Provider Opportunity Customer retention Wallet share growth Win net new clients From manufacturing to strategic New lines of recurring revenue

Partner Marketing Support Doxim’s Full-Service Marketing Support Product demos Training programsEvent planning and managementEmail development and delivery News releases Partner branded collateral Custom webinar programs Case study creation Copywriting, design and graphics services

Why Doxim?

10+ years experience working with North American Print Providers

Customer centric team

Success based pricing

Tailored partner centric marketing programs

“What it takes” commitment

Next Steps Visit www.doxim.com Subscribe to our YouTube channel: DoximTV “Like” us on Facebook Follow us on LinkedIn Follow us on Twitter: @doxim_inc Call us 1-866-475-9876