Discover 10 actionable strategies to enhance customer communication, boost satisfaction, and create lasting connections using proactive, personalized, and consistent approaches.
Category: Credit Union
Intelligence in Every Member Search: Doxim CRM
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...
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!
Meeting Modern Demands: Amplify Member Engagement with Mobile-First Statements
Discover how to boost member engagement with mobile-first statements, focusing on dynamic design, convenient experiences, and personalized marketing strategies.