Doxim B2B Case Studies & Customer Successes

Doxim is a technology leader for regulated industries, enabling customer communications and transforming experiences into strong engagement throughout the entire lifecycle. The Doxim Customer Engagement Platform 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 their suite of plug-and-play, integrated SaaS solutions.

Case Studies

Showing 16 Doxim Customer Success Stories

Conexus Credit Union achieves seamless member experience — members never have to repeat themselves with Doxim CRM (Doxim)

Conexus Credit Union

Matt Welykholowa

Project Manager

Credential Financial achieves 10-15% cost savings and faster statement delivery with Doxim

Credential Financial

Ernie Nichiporik

Senior Vice President, Operations & Service

Encompass Credit Union achieves 98% reduction in statement complaints and 28% cost savings with Doxim's statement processing platform

Encompass Credit Union

Amy Gertsma

Vice President Information Services

G&F Financial Group achieves paperless operations and improved member experience with Doxim

G&F Financial Group

Johanne Cannon

Manager, Process Development

InFirst Federal Credit Union achieves 24% deposit growth, 190% loan growth and 40% cut in marketing spend with Doxim Email Marketing

InFirst Federal Credit Union

Jessica Dederer

Marketing Director

Large Independent Brokerage Company achieves rapid client onboarding and operational efficiency with Doxim

Large Independent Brokerage Company

Leading Canadian Wealth Management Firm achieves same‑day automated client onboarding and cost reduction with Doxim Client Onboarding

Leading Canadian Wealth Management Firm

McLean & Partners Wealth Management Ltd. achieves faster, simpler account opening and updates with Doxim Client Onboarding

McLean & Partners Wealth Management Ltd.

Alan Rees

Chief Operating Officer

PenFinancial Credit Union achieves significant cost savings and 66% eStatement adoption with Doxim eStatements

PenFinancial Credit Union

Mary MacLeod

Operations Manager

Prospera Credit Union achieves faster, user-friendly statements and greater operational transparency with Doxim

Prospera Credit Union

Kristina Flores

Vice President of Marketing

SafeAmerica Credit Union achieves timely statement delivery, prevents revenue loss, and improves member experience with Doxim

SafeAmerica Credit Union

John Gracyalny

Vice President of Information Technology

TCU Financial Group achieves faster, more accurate lending with Doxim Loan Origination

TCU Financial Group

Jessica Struck

Account Manager

UMassFive College Federal Credit Union achieves 26% printing cost savings and modernized sales processes with Doxim e-Brochures

UMassFive College Federal Credit Union

Jon Reske

Vice President of Marketing

Westminster Savings Credit Union achieves 10-month ROI and $26K+ annual savings with Doxim Document Imaging

Westminster Savings Credit Union

Paul Hood

Senior Business Analyst

Worldsource Securities Inc. achieves faster, same‑day account openings, lower costs, and improved advisor productivity with Doxim Client Onboarding

Worldsource Securities Inc.

Caroline Sixsmith

Vice President of Operations

Your Credit Union achieves major cost savings and enhanced member service with Doxim eStatements

Your Credit Union

Heather Greenhalgh