Whitepapers & Playbooks
![Land and Expand with Statement Marketing Campaigns that Drive Revenue and Wallet Share](https://www.doxim.com/wp-content/uploads/2024/06/land-and-expand-thumbnail-1080x675.webp)
Land and Expand with Statement Marketing Campaigns that Drive Revenue and Wallet Share
Read this playbook to learn how your financial institution can acquire customers with a mortgage, or loan, and then capitalize on regulatory communication touchpoints like statements, to gain more wallet share.
![Best Practices for Mobile-First Member Statements & Engagement](https://www.doxim.com/wp-content/uploads/2024/05/mobile-first-whitepaper-1080x664.webp)
Best Practices for Mobile-First Member Statements & Engagement
Playbook Best Practices for Mobile-First Statements & Engagement This playbook explores how a mobile-first approach to member statements and engagement...
![The Evolution of Print to Digital: 5 Key Stages to Modernize Your Utility Bills and Transform Customer Engagement](https://www.doxim.com/wp-content/uploads/2024/04/shutterstock_2387673691-min-1080x675.webp)
The Evolution of Print to Digital: 5 Key Stages to Modernize Your Utility Bills and Transform Customer Engagement
Playbook The cost of print and mail is skyrocketing. And today’s customers want to engage with their bills and make payments on their own terms. So, the...
![The Evolution of Print to Digital: 5 Key Stages to Modernize Your Statements and Transform Customer Engagement](https://www.doxim.com/wp-content/uploads/2024/03/Evolution-Print-to-Digital-Main-Image-min-1080x675.webp)
The Evolution of Print to Digital: 5 Key Stages to Modernize Your Statements and Transform Customer Engagement
Explore the journey from print to digital communication in this comprehensive playbook. Learn how adopting modern communications strategies can enhance customer engagement, reduce costs, and meet evolving expectations.
![Five Proven Strategies to Improve the Utility Customer Experience While Cutting Costs](https://www.doxim.com/wp-content/uploads/2024/02/Five-Proven-Strategies-to-Improve-the-Utility-Customer-Experience-While-Cutting-Costs.webp)
Five Proven Strategies to Improve the Utility Customer Experience While Cutting Costs
Enhance utility customer experience while reducing costs. Download the playbook for five proven strategies.
![Harness the Power of a Mobile-First Approach](https://www.doxim.com/wp-content/uploads/2024/02/mobile-first.jpeg)
Harness the Power of a Mobile-First Approach
Playbook Best Practices for Mobile-First Statements & Engagement This playbook explores how a mobile-first approach enables banks and credit unions to...
![The Definitive Guide to Bill Redesign for Utilities](https://www.doxim.com/wp-content/uploads/2023/12/guide-to-bill-design-thumbnail-1080x675.webp)
The Definitive Guide to Bill Redesign for Utilities
Playbook Does your utility make the most out of its bill design? Bills are the only piece of communication regularly sent to customers that achieve a huge,...
![Generational Approach to Wealth Management Client Communications](https://www.doxim.com/wp-content/uploads/2023/10/The-Future-of-Wealth-Management-Client-Communications-cover-image-1080x628.webp)
Generational Approach to Wealth Management Client Communications
Playbook The Future of Wealth Management Client Communications – A Generational Approach Experts estimate the "Great Wealth Transfer" will see parents and...
![Benefits of outsourcing Print & Mail](https://www.doxim.com/wp-content/uploads/2023/07/Benefits-of-outsourcing-Print-Mail-400x250-1.webp)
Benefits of outsourcing Print & Mail
Playbook Benefits of outsourcing Print & Mail Communicating with customers through their channel of choice is a critical way to build strong...
![Benefits of Outsourcing Print & Mail](https://www.doxim.com/wp-content/uploads/2023/07/Benefits-of-outsourcing-Print-Mail-2-1080x628.png)
Benefits of Outsourcing Print & Mail
Playbook Benefits of Outsourcing Print & Mail Communicating with customers through their channel of choice is a critical way to build strong...
![Maintaining customer communication excellence in turbulent times](https://www.doxim.com/wp-content/uploads/2023/07/Maintaining-customer-communication-excellence-in-turbulent-times-1080x628.png)
Maintaining customer communication excellence in turbulent times
Whitepaper Maintaining customer communication excellence in turbulent times Do you have full confidence in your CCM vendor and your customer...
![Making the most of every touchpoint-Leveraging regulatory communications for better engagement](https://www.doxim.com/wp-content/uploads/2023/05/Making-the-most-of-every-touchpoint-Leveraging-regulatory-communications-for-better-engagement-1-1080x628.png)
Making the most of every touchpoint-Leveraging regulatory communications for better engagement
Whitepaper Making the most of every touchpoint-Leveraging regulatory communications for better engagement Are you missing a critical opportunity...
![Five proven strategies to improve credit union member experience while cutting costs](https://www.doxim.com/wp-content/uploads/2023/04/PB-Five-proven-strategies-to-improve-credit-union-member-experience-while-cutting-costs-1080x628.png)
Five proven strategies to improve credit union member experience while cutting costs
Playbook Five proven strategies to improve credit union member experience while cutting costs In uncertain financial times, you are seeking ways...
![The Definitive Guide to Statement Redesign for Banks](https://www.doxim.com/wp-content/uploads/2023/03/Playbook-The-Definitive-Guide-to-Statement-Redesign-for-Banks--1080x628.png)
The Definitive Guide to Statement Redesign for Banks
Playbook The Definitive Guide to Statement Redesign for Banks Discover how redesigning your monthly banking statement can increase customer...
![Winning Strategies for Credit Union eStatement Adoption](https://www.doxim.com/wp-content/uploads/2023/04/Winning-Strategies-for-Credit-Union-eStatement-Adoption-1080x628.png)
Winning Strategies for Credit Union eStatement Adoption
Playbook Winning Strategies for Credit Union eStatement Adoption eStatements are convenient, inexpensive, and environmentally friendly. But...
![Winning Strategies for eStatement Adoption](https://www.doxim.com/wp-content/uploads/2023/04/Winning-Strategies-for-eStatement-Adoption-1-1080x628.png)
Winning Strategies for eStatement Adoption
Playbook Winning Strategies for eStatement Adoption eStatements are convenient, inexpensive, and environmentally friendly. But getting your...
![Five proven strategies to improve the insurance customer experience while cutting costs](https://www.doxim.com/wp-content/uploads/2023/04/Five-proven-strategies-to-improve-the-insurance-customer-experience-while-cutting-costs-1080x628.png)
Five proven strategies to improve the insurance customer experience while cutting costs
Playbook Five proven strategies to improve the insurance customer experience while cutting costs In uncertain financial times, you are seeking...
![The Ultimate Guide To Transforming The Utility Customer Experience](https://www.doxim.com/wp-content/uploads/2023/04/PB-The-Ultimate-Guide-to-Transforming-The-Utility-Customer-Experience-1080x628.png)
The Ultimate Guide To Transforming The Utility Customer Experience
The landscape of customer expectations for utilities is changing fast! Today, as more and more interactions go online, maintaining positive customer...
![The Definitive Guide to Statement Redesign for Credit Unions](https://www.doxim.com/wp-content/uploads/2023/04/The-Definitive-Guide-to-Statement-Redesign-for-Credit-Unions-1-1080x628.png)
The Definitive Guide to Statement Redesign for Credit Unions
Playbook The Definitive Guide to Statement Redesign for Credit Unions Discover how redesigning your monthly statement can increase member...
![Five proven strategies to improve the financial customer experience while cutting costs](https://www.doxim.com/wp-content/uploads/2023/03/FI-Digital-solutions-for-financial-services-1080x628.png)
Five proven strategies to improve the financial customer experience while cutting costs
Playbook Five proven strategies to improve the financial customer experience while cutting costs In uncertain financial times, you are seeking...