Transform Banking Communications with Doxee Platform®
Doxee Platform® turns regulated data into compliant, personalised banking communications: statements, contracts, onboarding and regulatory notices. One EU-sovereign platform unifies CCM, CXM, Interactive Experience (IXM) and native Digital Trust Services, with governed, human-in-the-loop AI and a full audit trail.
Discover Banking Solutions
Govern and modernise your bank’s customer communications on one EU-sovereign platform, from Design and Delivery to Engagement, Insights and Digital Trust.
Power Banking Communications from a Single Platform
Unify Design, Automation, Delivery and Insights across every workflow (statements, contracts, onboarding and regulatory notices), managed from one place.
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Turn Statements, Onboarding and Collections into Interactive Experiences
Deliver personalised onboarding, interactive statements, next-best-action offers and video-guided journeys at scale, with patented interactive video and microsites.
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Strengthen Digital Trust and Regulatory Compliance
Native Digital Trust (eIDAS-ready Electronic Archiving, Electronic Invoicing, Electronic Signature and Electronic Registered Delivery) supports legal validity, EU data residency and an audit trail where every communication is traceable, certifiable and reconstructible at inspection.
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Doxee Platform® for Banking
Deepen customer relationships, cut compliance risk and modernise legacy communications on one EU-sovereign platform.
Data Designer
Data transformation, control and pre-production governance.
Template Designer
Centralised, collaborative template management.
Customer Journey Orchestration
Customer Data Platform. Segment. Trigger. Personalise.
Interactive Documents & Videos
Turn Documents into Interactive Conversations.
Process, Channel & Customer Insights
One View Across Operations, Delivery, and Engagement.
Electronic Archive
Secure, searchable, API-first, legal-proof.
Most Recent Recognitions
For more than a decade, leading industry analysts have recognised Doxee’s technological excellence and forward-looking vision in Customer Communications Management (CCM) and Customer Experience Management (CXM). The latest reports confirm the strength of the Doxee Platform’s cloud-native, AI-powered, integration-first approach and highlight Doxee as a trusted partner for enterprise digital engagement.
Featured Resources
Credem - Personalised Banking that Drives Action
Credem turned a standard outreach into a high-performing, personalised journey. The Doxee Platform delivers a one-to-one banking experience that moves customers from intent to action in a single flow.
Case Studies
Premium Content
FAQ
Why choose Doxee for banking communications?
Doxee unifies statements, contracts, onboarding and regulatory notices on a single CCM/CXM platform — omnichannel, personalised and governed from one point of change. Built for the scale, compliance and customer-experience demands of retail and corporate banking.
How does Doxee support DORA, MiFID II and operational resilience?
Doxee is aligned to DORA, NIS2, eIDAS and the AI Act, with EU-resident infrastructure and native trust services, and supports MiFID II/PRIIPs and PSD2 (strong customer authentication and transaction notices) content obligations. Every regulated communication stays auditable, resilient and reconstructible at inspection — without bolting on third-party tools.
Where is our customer data processed?
Entirely within the EU, in Doxee’s own EU data centres, with end-to-end European jurisdiction — including the sub-processor chain. Sensitive financial data never leaves European jurisdiction.
Can Doxee handle high-volume, high-complexity output?
Yes. Doxee runs production-scale statement, contract and disclosure programmes — millions of documents — with personalised content, dynamic logic and consistent governance across every channel.
How does AI improve banking communications — safely?
Governed, production-grade AI delivers anomaly detection (3-sigma scoring), engagement scoring and churn prediction, turning routine documents into proactive touchpoints — always under human-in-the-loop control, aligned to the EU AI Act, on a provider-independent LLM architecture with EU data residency. Centralised template management, a full audit trail and configurable human oversight keep GenAI inside the IT perimeter, preventing shadow adoption and gaps in regulatory accountability.
Does Doxee cover digital and print, plus long-term archiving?
Doxee delivers seamlessly across digital and print, and includes compliant electronic archiving with qualified retention (SERC/SERCQ) — supporting legal preservation requirements for financial records.
Are communications accessible and inclusive?
Doxee produces PDF/UA-compliant, accessible documents as standard, helping banks meet the European Accessibility Act (EAA) and serve every customer equally.
How does Doxee fit our core banking stack?
API-first and SaaS-native, Doxee integrates with core banking, CRM and CDP systems via native apps for SAP, Salesforce and Dynamics 365, and is available OEM — fast to deploy, easy to embed.
How do we migrate thousands of legacy templates without carrying the problems forward?
Doxee’s AI-Assisted Template Migration decomposes your legacy estate — statements, contracts, disclosures — into granular building blocks, detects duplicate and inconsistent content across the whole portfolio, and consolidates it before go-live. Every rewrite is reviewed and approved by your team, entirely inside the EU.
How is Doxee different from other banking CCM vendors?
Doxee is an EU-sovereign platform with fully owned IP and no OEM or acquisition dependencies: data is processed in Europe, Digital Trust is native (eIDAS, registered delivery, qualified archiving), and it adds patented interactive video and microsites that no other evaluated CCM vendor offers. Open standards, any-prem deployment and full portability keep the layer reversible and free of vendor lock-in — helping banks address DORA, NIS2 and accessibility requirements without third-party tools.
Can we avoid vendor lock-in and keep the layer reversible?
Yes. Doxee uses open standards and open formats, runs any-prem (SaaS, private cloud, on-premise, hybrid) with no hyperscaler lock-in, and keeps templates, metadata and processes portable. Reversibility, portability and audit rights can be defined pre-contract, aligned to DORA ICT third-party requirements (Art. 30).
