Doxim Exchange 2011

Leadership through InnovationDoxim - better, faster.

Chris RasmussenPresident & CEOcrasmussen@doxim.com

TIME TOPIC SPEAKER8:15 - 9:00 Breakfast & Registration9:00 - 9:30 Opening Remarks Chris Rasmussen

9:30 - 10:00 Doxim Update - Future Offering Outlook Martin Day

10:00 - 10:30Who's Got Your Back? Grooming Gen X to Leadership Positions in the Financial Industry Cheryl Cran

10:30 - 10:45 Networking Break

10:45 - 11:15Changes/Future Trends in Document Management (Sandi Gilbert)

11:15 - 11:45Leverage ECM For Enhanced Customer Experience Dave Cronquist

11:45 - 12:00How Doxim Can Help with Your Document Strategy Dave Geddes

12:00 - 1:15Networking Lunch and Doxim Client Recognition

1:15 - 3:15

Breakout Sessions- Service Delivery & Compliance- Marketing

3:15 - 3:30 Networking Break3:30 - 4:00 Rethinking the definition of leadership Drew Dudley

4:00 - 4:30 Closing Remarks Chris Rasmussen

Agenda

Left Brain / Right Brain

Communicating technical solutions a little art and a little science •Audience: marketing people,technical, executives, knowledge workers•We are hear to listen•We are here to share

•Our plan is to be relevant to you

Doxim Background

Founded 2000, we are now in our 12th year serving over 300 clients including banks, credit unions, wealth management firms, & ISO’s

Provide SaaS document processing products & servicesfor managing business critical documents

High availability, fully-redundant cloudcomputing platform

SAS 70 & CICA 5970 certified

Solid & reputable client and partner base

People that care about service & gettingit done right

Doxim 2011 Update

• Integration: – 2010 focus on Sales, Marketing & Admin

• Many new products & services were delivered

– 2011 focus on Vancouver & Markham Operations• Many new products & services to be delivered

• North American service provider– redundant infrastructure– offerings & capabilities

Doxim – by the numbers

• Over 60 professionals to service you (& growing)

• > 50% growth in customers in 2010• > 100% revenue growth in 2010• > 1,000% CAGR jobs processed• 2 data centers (Toronto, Markham)

• 2 locations (Vancouver, Markham)

• Profitable

Doxim - Governance

• Annual planning process • Quarterly reviews & monthly checkpoints• Product management-projects/features aligned with:

– CAB(s), industry partners– Doxim Product Dev, Marketing & Service delivery teams

• Investments in R&D – steady increase as we grow

Doxim – Customer Feedback• Customer Advisory Board:

– Service Providers:• League Data, CGI, Broadridge, CUPS

– Financial Institutions:• Interior CU, Sydenham CU, Windsor Family CU, Odlum Brown Securities

• Customer User Group meetings / client conferences• Market trends & competitors• Development projects• Support tickets, Surveys, Calls, emails

Doxim Technology Platforms

• Doxim Platforms:– ECM (content manager)

– BPM (automated document processing platform)

– Marketing Message Manager & QC Manager– Year End Tax Processing System

$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*delivery

Laggards

Net Customer cost

Doxim average e-delivery Doxim best practices

Market dynamics & opportunities

Doxim e-delivery adoption plan

Colour for less?

Tell me more

Great communication requires:

Planning

A dedicated team

Commitment to quality

Always be thinking – “what’s next”

Doxim advanced document processing

Doxim advanced document processing

From Great Design to Great Execution

Your Temaplate

Our vision for your business critical documents

Document grouping

System compliance (e-origin)

Hard copy

Direct mail (e-origin)

Other records

Social media

Typical documents classes

ServicesDirect Mail FormsReports

Correspondence Deal/lendingStatements KYC

Transaction documents

Deal documents

Correspondance

Misc documents (HR, AP, …)

Relationship documents

Doxim vision “everything in one logical place”

System documents

Hard copy documents

Other business recordsEmailVoice mailVideo…

Everything in one place

Direct mail

Doxim Net Promoter Scorecard

"How likely is it that you would recommendour company to a friend or colleague?“

152009

302010

502011

0 +100-100

Goals

Companies obtain their Net Promoter Score by asking customers a single question on a 0 to 10 rating scale: "How likely is it that you would recommend our company to a friend or colleague?“.

Based on responses, customers can be categorized into one of three groups: Promoters (9-10 rating), Passives (7-8 rating), and Detractors (0-6 rating). The percentage of Detractors is subtracted from the percentage of Promoters to obtain Net Promoter Score (NPS). Passively satisfied customers are rated at “zero”.

Year Actual NPS Standard Deviation

2010 54 1.0

2009 48 1.2

2008 15 1.4

Doxim Customer Satisfaction Score:

Service Delivery – by the numbers

• Continuous reduction in processing time• SLA Improvements – 1 full day• More consistent delivery

Doxim average “e-delivery” now exceeds 50%

Doxim top 10 percentile clients realize over 80% e-Delivery

Doxim – Enabling >50% e-Delivery

Document automation solutions

More time to do

what you do best:

Innovate & Create

• Your business challenges• Your business goals

• Document processing• Exceeding your expectations• Pace of innovation

• What is possible?

Doxim - Leadership through Innovation.better, faster

Thank you

Leadership through InnovationDoxim - better, faster.

• Chris Rasmussen• President & CEO• crasmussen@doxim.com