Case Study: Aviso Wealth achieves cost savings and faster statement delivery with Doxim

Aviso Wealth saves 10-15% and gets statements out 3-4 business days earlier with Doxim

Aviso Wealth, a Canadian wealth management firm, was managing a complex network of multiple vendors for its statement creation, document imaging, and delivery. This led them to seek a single vendor partnership to consolidate these processes and explore e-presentment options, requiring a seamless transition to avoid impacting their clients. They turned to Doxim for a solution.

Doxim implemented its statement composition, e-presentment, archiving, and eNotification services for Aviso Wealth. The transition was seamless, resulting in early benefits including 10-15% cost savings and service level agreements that get statements to clients 3-4 business days faster. The implementation also increased client adoption of electronic documents. Doxim's successful solution has led to an expanded partnership with Aviso Wealth.

Aviso Wealth