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

California Credit Union Switches to Doxim Statement Solutions to Tighten Timelines Prevent Revenue Loss and Improve Member Experience

SafeAmerica Credit Union, a $430 million community‑chartered credit union serving the San Francisco Bay Area, was facing repeated delays with its previous statement provider that prevented credit card statements from being postmarked in time—causing potential revenue loss from uncollectible late fees and unhappy members. Seeking a partner certified to work with Corelation KeyStone and able to handle a full suite of printing and digital statement needs, SafeAmerica selected Doxim and its statement solutions/SaaS offering to redesign and reliably deliver member statements.

Doxim implemented a flexible, Corelation‑certified statement solution—moving SafeAmerica from an on‑premises plan to Doxim’s secure SaaS hosting when required, accommodating shifting project timelines, and enabling on‑the‑fly marketing updates to statements. As a result, statements now arrive within target dates, mitigating the prior risk of lost late‑fee revenue, improving member communications and satisfaction, and positioning SafeAmerica to increase e‑statement adoption and further enhance the member experience. Doxim’s services delivered the timeliness, design flexibility, and operational reliability the credit union needed.

SafeAmerica Credit Union

John Gracyalny

Vice President of Information Technology