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

Your Credit Union Achieves Major Cost Savings and Enhanced Member Service with eStatements

Your Credit Union, a five‑branch credit union in Eastern Ontario with $214 million in assets and 13,000 members, faced an inefficient, manual statement process that consumed significant staff time, created storage and postage burdens, and led to member complaints about delivery delays. To modernize and automate statement delivery, they selected Doxim and implemented Doxim Statements & Reporting as part of the Doxim Customer Engagement Platform to offer eStatements and centralized document management.

Doxim worked with Your Credit Union and partners (CGI and MemberDirect) to take over statement processing, launch eStatement opt‑in campaigns, and deploy Doxim ECM and enhanced color statements. The solution drove eStatement adoption from roughly one‑third to 32% initially and then to 94% within three months of a “Going Green” campaign, reduced printing costs by over 70% and postage by 80% within six months, cut staff time on member requests by up to 75%, and virtually eliminated delivery complaints and reprint backlogs.

Your Credit Union

Heather Greenhalgh

Operations Manager