TradeStation selects Doxim for customer communications management
“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.”
TradeStation Securities, Inc. has selected Doxim Customer Communications Management (CCM) to power client communications across multiple channels, announced the communications and engagement technology provider.
Catering to highly regulated industries, Doxim offers an omnichannel CCM solution that helps online brokers enhance the investor and trader experience and streamline operations.
TradeStation taps Doxim CCM to streamline operational processes
TradeStation, a self- clearing online brokerage for trading stocks, ETFs, options, and futures, 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.
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.
“Doxim CCM will provide a critical communications element of our solution”
John Bolek, Senior Vice President, Trading and Post Trade Operations at TradeStation, said: “We are committed to providing innovative tools and are focused on delivering the ultimate trading experience to our clients. 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.”
Michael Hennessy, Chief Revenue Officer at Doxim, commented: “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. 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.”
TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC, NFA & CME) is a subsidiary of TradeStation Group, Inc. that offers self-clearing equities, options, futures, and futures options brokerage services as a licensed securities broker-dealer and futures commission merchant (FCM) and is a member of major equities and futures exchanges in the United States.
