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You are invited to participate in a short, independent research survey conducted by Treeline Research on behalf of Doxim.

The purpose of this survey is to better understand how organizations are managing the transition from printed and mailed customer communications to digital-first and digital-only experiences in regulated communications.

This survey contains 25 core questions and 3 optional responses:
  • It should take 15 minutes or less to complete
  • Your responses are anonymous and confidential
  • There are no right or wrong answers, just your thoughtful opinion
  • Results will be reported only in aggregated, summarized form
  • No individual or company will be identified
  • Your participation is voluntary, and you may exit the survey at any time.

Thank you in advance for contributing your perspective.

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Which of the following most closely describes your role as it relates to outbound customer communications from your company? (Please select up to two roles that best reflect your primary involvement.)

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How involved are you in decisions related to outbound customer communications?

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What is your title? (Optional)

About Your Organization

The following questions help provide basic context about your role and organization. This information is used only to segment and interpret responses and will not be used to identify you or your organization.

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Approximately how many customers does your organization communicate with annually?

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Which industry best describes your organization?

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Which best describes your level within your organization?

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Before today, how familiar are you with legislation such as the "Improving Disclosure for Investors Act" recently introduced in the U.S. Congress and its potential impact on customer communications and disclosures across all regulated industries?

Current State of Communications

This section focuses on how your organization currently delivers outbound customer communications and how that mix has been changing. The goal is to understand today’s baseline across print, digital, and emerging interactive and real-time channels.

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Question: Which outbound regulated communications do you manage or influence? (Select all that apply)

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Compared to 24 months ago, is your organization moving faster, slower, or at the same pace transitioning to digital-first communications?

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In the next 12 to 24 months, your organization’s overall direction will likely be:

Drivers and Inhibitors

This section explores the factors influencing your organization’s move toward digital communications and digital-first experiences, including what is accelerating change and what may be slowing it down. There are no right or wrong answers, only your perspective.

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Are you aware of, or does your organization have an official policy or directive to significantly reduce, limit, or eliminate the use of paper-based customer communications?

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What are the primary drivers pushing your organization toward digital communications? (Select up to three)

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In your view, what most limits or slows your organization's transition to digital communications? (Select up to three)

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How confident are you in your organization’s internal readiness to support digital-first communications?

Customer Experience, Martech and Core Systems

The following questions look at how customer communications fit within broader customer experience (CX), data, and technology strategies, including integration with other core platforms, ERP, CRM, etc.

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Outbound communications are treated as a strategic CX asset within our organization and not just a regulatory requirement.

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My organization's customer communications systems and tools are currently:

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For my organization, providing communications that adapt to customer preference and context in real time is a priority.

Question Title

In which areas is your organization planning to use AI in the next 24 months? (Select up to three)

Service Provider Perception

This section asks about your awareness of Doxim and your experience with them as customer communications service provider. Responses are confidential and will be reported only in aggregated form.

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Prior to this survey, how familiar were you with Doxim?

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Of the capabilities listed below, which three are the most critical when selecting a customer communications platform or partner over the next 2–3 years? (Select up to three)

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How does your organization currently engage, if at all, with Doxim for your customer communication needs?

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Where do you see Doxim’s primary strengths? (Select all that apply)

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Doxim is a credible partner for enabling digital-first communications

Outlook and Open Feedback

This final section looks ahead and provides space for open feedback. Your responses will help identify emerging needs, priorities, and concerns shaping the future of customer communications.

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Over the next 24 months, you expect your organization to:

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What factors are most likely driving your organization toward accelerated digital-only adoption over the next 24 months? (Select up to three.)

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Is there anything about your customer communications strategy or operating environment that service providers like Doxim should better understand? (Optional)

Optional Follow-Up Discussion

Treeline Research will be conducting a limited number of 20–30 minute followup interviews to explore themes from this survey in greater depth.

Participation is entirely voluntary and separate from your anonymous survey responses.

Question Title

Would you be willing to participate in a brief 20–30 minute follow-up discussion?

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