How Doxim CRM enables Canadian credit unions to converse more intelligently with members. The current economic environment, with the threat of transformative and transitionary tariffs, presents challenges and opportunities for Canadian credit unions. For credit...
Category: Financial Services
The Top 5 Banking Customer Communications Trends for 2025
Explore the latest trends in banking customer communications. From hyper-personalization to enhanced omnichannel strategies, explore how financial institutions can stay ahead by addressing evolving customer needs. Stay informed on key banking customer communications trends shaping the future.
10 Ways to Enhance Customer Communication
Discover 10 actionable strategies to enhance customer communication, boost satisfaction, and create lasting connections using proactive, personalized, and consistent approaches.
Boosting Operational Efficiency in Credit Unions Amid Rising Expenses
An 8-Step Checklist to Help Credit Unions Manage Costs and Enhance Customer Communications Management (CCM) Operational inefficiencies and rising costs have begun to impact credit unions—big time. According to Callahan & Associates’ analysis of 2024’s...
Credit Unions & Mortgage Brokers: A Practical Guide to Executing a Broker Channel Strategy
Table of Contents Doxim’s Co-Development Initiative and Market Entry Paths for Credit Unions Developing Broker Relationships in Your Region Four Tactical Approaches Credit Unions Can Leverage Targeted Outreach Strategic Broker Marketing Rate Communication Strategies...
Generate “Net New” Net Interest Margin (NIM): Why Canadian Credit Unions Should Consider A Loan Origination Solution to Leverage the Mortgage Broker Channel
Doxim's Loan Origination Solution presents the most cost-effective expansion into the broker channel market and "net new" net interest margin (NIM) for credit unions The Canadian housing market continues to evolve in 2024, with notable trends including sustained high...
Direct Mail Isn’t Dead: Managing Costs and Enhancing Customer Communication
Discover the enduring power of direct mail in customer communication. Learn how to manage rising costs while maximizing ROI and complementing your digital marketing efforts.
Hidden in Plain Sight: The Many Benefits of Statement Marketing Campaigns
Discover the hidden benefits of statement marketing campaigns. Learn how integrating marketing messages into financial statements can grow wallet share and drive revenue by targeting existing customers with compelling, relevant content.
The Efficiency Imperative: How Credit Unions and Community Banks in Canada Can Streamline and Accelerate Commercial Lending
Streamline and accelerate your commercial loan origination. Watch our on-demand webinar to hear from our experts!
The Time is Now: The Top 3 Reasons to Shift from Print to Digital Statements
Discover why digital adoption is crucial for banks, as rising costs of print and mail, increased demand for digital statements, and the risk of falling behind drive the transition from paper to digital.