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

Members Never Have to Repeat Themselves Thanks to Conexus and Doxim CRM

Conexus Credit Union

Matt Welykholowa

Project Manager

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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