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Visit WebsiteMembers Never Have to Repeat Themselves Thanks to Conexus and Doxim CRM
Conexus Credit Union
Matt Welykholowa
Project Manager
Doxim
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
Credential Financial Makes an Easy Transition to a Single Service Provider
Credential Financial
Ernie Nichiporik
Senior Vice President, Operations & Service
CUPs and Doxim Join Forces to Help Encompass Credit Union Improve Member Statements
Encompass Credit Union
Amy Gertsma
Vice President Information Services
G&F Financial Group Reduces Its Footprint, Improves Member Experience
G&F Financial Group
Johanne Cannon
Manager, Process Development
InFirst Federal Credit Union Leverages Doxim Email Marketing to Improve Cross Sell Initiatives
InFirst Federal Credit Union
Jessica Dederer
Marketing Director
A Large Independent Brokerage Goes from Chasing Paper to Operational Efficiency & Increased Client Interaction Time
Large Independent Brokerage Company
Reduces Costs and Enhances Client Service Levels by Automating Client Onboarding
Leading Canadian Wealth Management Firm
McLean & Partners Speeds and Simplifies the Account Opening and Updating Process
McLean & Partners Wealth Management Ltd.
Alan Rees
Chief Operating Officer
PenFinancial Realizes Significant Savings with eStatements
PenFinancial Credit Union
Mary MacLeod
Operations Manager
Prospera Credit Union Delights Members with User-Friendly Statements Delivered Sooner
Prospera Credit Union
Kristina Flores
Vice President of Marketing
California Credit Union Switches to Doxim Statement Solutions to Tighten Timelines Prevent Revenue Loss and Improve Member Experience
SafeAmerica Credit Union
John Gracyalny
Vice President of Information Technology
TCU Financial Group Goes Digital to Offer Faster More Accurate Lending
TCU Financial Group
Jessica Struck
Account Manager
Massachusetts Credit Union Improves Sales Processes and Reduces Costs with Doxim e-Brochures
UMassFive College Federal Credit Union
Jon Reske
Vice President of Marketing
CU Realizes 10 Month ROI With Doxim Document Imaging Solution
Westminster Savings Credit Union
Paul Hood
Senior Business Analyst
Improves Advisor Productivity and Delivers Superior Client Service with Enterprise Client Onboarding Application
Worldsource Securities Inc.
Caroline Sixsmith
Vice President of Operations
Your Credit Union Achieves Major Cost Savings and Enhanced Member Service with eStatements
Your Credit Union
Heather Greenhalgh
Operations Manager
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