Doxim, a provider of customer engagement software for the financial services industry, acquired Roler Data, a Mississauga, Ontario-based provider of electronic document composition, processing, delivery and archiving services to financial customers.
The amount of the deal was not disclosed.
With the acquisition of Roler Data, Doxim adds approximately 85 financial services clients, including more than 60 credit unions/banks, with over 1.5 million retail customers. Doxim’s customer base now comprises more than 550 financial institutions servicing more than 8 million retail customers and includes 5 of the top 10 largest Credit Unions in Canada.
Led by Chris Rasmussen, Founder & CEO, Doxim provides SaaS-based customer engagement software for credit unions, community banks and wealth management firms. Its Customer Engagement platform allows financial institutions to communicate more effectively with clients throughout the lifecycle and improve cross sell and upsell activities that drive increased wallet share.
The platform offers digitization tools, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences.
It is a portfolio company of Strattam Capital.
Roler Data is led by Roger Le Roy, CEO.
FinSMEs
17/09/2015