Doxim Customer Engagement Platform vs. Unanet AE ERP

Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business customers. The modules in CEM guide you through the process of onboarding clients, opening accounts, originating loans, and managing customer information and documents – delivering maximum productivity, customer satisfaction, revenue and profitability. With the Doxim Account Opening solution you can streamline, accelerate, and modernize your account opening processes.

Unanet is an AI-first ERP and CRM platform specifically designed for project-driven businesses, such as architecture, engineering, construction, and government contracting firms. This comprehensive solution is trusted by over 4,200 organizations to seamlessly integrate the work they pursue with the projects they deliver, the personnel they deploy, and the financial performance they manage.