About
Doxim is the customer communications and engagement technology leader for credit unions, providing omnichannel delivery solutions and transforming experiences to strengthen engagement throughout the entire customer 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 Doxim platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and customer communications technology solutions. Doxim undergoes rigorous audit and certification procedures, including include SOC 1, SOC 2, FDIC, and ISO. Products and Services
The Doxim’s Customer Engagement Platform offers a suite of integrated solutions that help credit unions on a path to transformational growth. ● Customer Communications Management Solutions ○ Digital & Print Composition ○ Production and Delivery of Statements, eStatements, Daily Notices, eNotices, Tax Forms, Reports, and other High-Volume Member Communications ○ Omnichannel Access & Delivery ○ Messaging & Notifications ○ Personalized Marketing ● Customer Engagement Solutions ○ Client Onboarding ○ Account Opening ○ Loan Origination ○ Customer Relationship Management ○ Business Analytics ○ Campaign Management ○ Enterprise Content Management Learn more at www.doxim.com Resources
The Doxim Difference | Video The Doxim Customer Engagement Platform | Video Doxim CRM+ - A Bigger, Better, Smarter CRM | Video Voice of the Customer: First West Credit Union | Video Case Study - Doxim CRM Voice of the Customer: Prairie Centre Credit Union | Video Case Study - Doxim CRM Voice of the Customer: Libro Credit Union | Video Case Study - Long-Term Partner 2018 Credit Union CRM Technology Report | Callahan & Associates + Doxim Best Practices for Print & Digital Document Delivery | On-Demand Webinar The Definitive Guide to Statement Redesign | eBook Statement Solutions for Financial Service Providers | Brochure |
First West Credit Union
David Arrowsmith, VP, Business Solutions and IT Doxim CRM 
Prairie Centre Credit Union
Jason Hunter, Manager of Retail Technology Doxim CRM 
First West Credit Union
Peta Wales, VP of Operations Doxim CRM 
Copperfin Credit Union
Pasi Pinta, Senior Vice President Information Systems & Kris Mork, VP Process and Systems Doxim CRM |
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