16 Doxim Case Studies

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Read 16 Case Studies from Doxim customers to get the most important information that is specific to your business.

  • Members Never Have to Repeat Themselves Thanks to Conexus and Doxim CRM
  • Credential Financial Makes an Easy Transition to a Single Service Provider
  • CUPs and Doxim Join Forces to Help Encompass Credit Union Improve Member Statements
  • G&F Financial Group Reduces Its Footprint, Improves Member Experience
  • InFirst Federal Credit Union Leverages Doxim Email Marketing to Improve Cross Sell Initiatives
  • A Large Independent Brokerage Goes from Chasing Paper to Operational Efficiency & Increased Client Interaction Time
  • Reduces Costs and Enhances Client Service Levels by Automating Client Onboarding
  • McLean & Partners Speeds and Simplifies the Account Opening and Updating Process
  • PenFinancial Realizes Significant Savings with eStatements
  • Prospera Credit Union Delights Members with User-Friendly Statements Delivered Sooner
  • California Credit Union Switches to Doxim Statement Solutions to Tighten Timelines Prevent Revenue Loss and Improve Member Experience
  • TCU Financial Group Goes Digital to Offer Faster More Accurate Lending
  • Massachusetts Credit Union Improves Sales Processes and Reduces Costs with Doxim e-Brochures
  • CU Realizes 10 Month ROI With Doxim Document Imaging Solution
  • Improves Advisor Productivity and Delivers Superior Client Service with Enterprise Client Onboarding Application
  • Your Credit Union Achieves Major Cost Savings and Enhanced Member Service with eStatements

About 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.

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