Resource Center
From Inception to Revolution: 25 Years of Doxim History, Growth, and Innovation in CCM
Explore Doxim’s 25-year history to discover how, despite early hardships, it established an unwavering mission, grew exponentially, and continued to innovate.
DoxHub: The Next-Generation Platform for Credit Unions
Print Mail Communications: Maximizing Impact in a Digital World
Discover 10 actionable strategies to enhance customer communication, boost satisfaction, and create lasting connections using proactive, personalized, and consistent approaches.
Managed Print Service vs Outsourcing: Your Guide to Choosing the Most Cost-Effective and Flexible Communications
Managed Print Services vs. Print & Mail Outsourcing—what’s the difference? Explore the best use cases for each solution and discover which is best for your business.
Celebrating 25 Years of Driving Customer Communications Success: Doxim Founder’s Journey
From humble beginnings to CCM industry leader, founder, Chris Rasmussen reflects on 25 years of Doxim.On January 6th, 2000, Chris Rasmussen founded Interprise...
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...
3 Insurance Customer Communications Trends to Keep an Eye On in 2025
Discover the top insurance customer communications trends for 2025, including omnichannel experiences, hyper-personalization, and maintaining a human touch. Stay ahead in the evolving insurance landscape!
Top 8 Utility Customer Communications Trends for 2025
Discover the latest trends in utility communications for 2025. Learn how hyper-personalization, omnichannel strategies, self-service options, and more can transform your customer engagement. Explore innovative ways to leverage data, GenAI, and security to stay ahead in the utility sector.
Navigating Household and Small Business Economics With PMG and Doxim
Join industry experts Sean Kennelly (PMG Intelligence) and Shah Javed (Doxim) for an in-depth conversation on leveraging behavioral analytics to support credit union members and small businesses in today’s economic landscape.
Top Trends in Healthcare Communications for 2025
Discover the latest trends in healthcare communications for 2025. Learn how omnichannel strategies, self-service tools, GenAI personalization, and secure, scalable CCM solutions are transforming patient experiences and driving engagement.
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.
The Definitive Guide to Statement Redesign: How Enhanced Statements Can Improve the Patient Experience
Statements are a pivotal but underused point of contact between patients and healthcare organizations. To improve patient engagement, you must...
Land and Expand with Statement Marketing Campaigns that Drive Revenue and Wallet Share
Read this playbook to learn how your credit union can acquire members with a mortgage, or loan, and then capitalize on regulatory communication touchpoints like statements, to gain more wallet share.
Mastering Omnichannel Utility Billing: Best Practices to Enhance Accuracy, Reduce Costs, and Elevate the Customer Experience
Utility leaders are striving to enhance the customer experience while driving operational efficiency. The goal is to provide a seamless, convenient billing...
7 Benefits of a Dynamic, Personalized Welcome Kit That Gets Results
Table of Contents Welcome Kits Reduce Disenrollment Rates by Improving Loyalty Welcome Kits Create a Memorable First Impression for Members Use Highly...
The Ideal Welcome Kit: How Personalized Post Open Enrollment Communications Build Member Loyalty for an Enriched Experience
Open enrollment marks an important annual occasion. With members seeking their best options, it’s more crucial than ever to ensure you stand out by offering...
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...
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...
Building Strong Connections Through Personalized Customer Communication
Explore the transformative power of advanced software in enhancing customer communications. Discover efficient self-serve administration tools, expert insights, and strategies to optimize engagement, satisfaction, and brand loyalty in today’s digital landscape.
Mastering Omnichannel Communication: Your Blueprint for Flawless Design and Delivery
Mastering Omnichannel Communication: Your Blueprint for Flawless Design and...
Land and Expand with Policy Statement Marketing Campaigns that Drive Revenue and Wallet Share
Regulatory communications, when used just right, offer insurance providers significant opportunities. This playbook offers guidance for insurance...
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...
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.
The Definitive Guide to Customer Communications Management
Read this comprehensive guide to Customer Communications Management (CCM) and learn how to enhance customer interactions, drive engagement, and streamline communications with modern, omnichannel strategies and solutions.
How to Optimize Billing Accuracy and Improve Customer Engagement
Fayetteville PWC and Greenville Utilities reveal how they have leveraged CCM technology and automation to optimize billing accuracy, reduce return mail encounters, and improve overall customer engagement.
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.
3 Important Questions to Optimize Bill Accuracy and Vastly Improve the Utility Customer Experience
Discover how optimizing bill accuracy can vastly improve the utility customer experience. Learn key strategies to redesign bills, manage address accuracy, and implement effective checks and balances.
Doxim Business Account Opening
Doxim Business Continuity Solution
Doxim CCM for Accounts Receivable Management (ARM)
Doxim CCM for Banking
Doxim CCM for Credit Unions
Doxim CCM Document Generation
Doxim CCM for Insurance
Doxim CCM for Loan Servicers
Doxim CCM for Wealth Management
Doxim CCM Print Communications
Doxim CEM Plaform Overview
Doxim Client Onboarding
Doxim Email Marketing
Doxim Payment for Utilities
Doxim Payment
Doxim Retail Account Opening
Doxim Statement Solutions
Streaming Tax Form Processing
Doxim CCM Digital Communications
Doxim CCM Platform Overview
Doxim CCM for Utilities
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3 Reasons Why Shifting from Print to Digital Bills is the Right Choice for the Modern Utility
Discover why transitioning from print to digital bills is imperative for modern utilities. Learn how digitalization streamlines operations, meets evolving consumer expectations, and embraces the future of communications.
Best Practices for Mobile-First Member Statements & Engagement
Playbook This playbook explores how a mobile-first approach to member statements and engagement provides the modern experience members desire and now expect....
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 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...
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.
Ditch Your Complex Spreadsheets! Streamline and Accelerate Your Commercial Loan Origination
Discover how to streamline financial analysis, risk assessment, and collaboration for underwriting, tailored for Canadian credit unions.
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.
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.
How Improving the Utility Customer Experience Reduces Costs
Discover strategies to enhance utility customer experience while reducing costs. Learn about optimizing billing accuracy, adopting digital communications, and mapping customer journeys effectively
Revolutionizing Customer Communications with Advanced Software and Self-Serve Administration
Explore the transformative power of advanced software in enhancing customer communications. Discover efficient self-serve administration tools, expert insights, and strategies to optimize engagement, satisfaction, and brand loyalty in today’s digital landscape.
The Critical Role Mobile-First Statements Play in a Seamless CX
Discover the importance of mobile-first bank statements in today’s digital banking landscape. Learn how HTML format enhances customer engagement, SSO streamlines access, and personalized notifications deepen CX
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.
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.
The 3 Pillars of Mobile-First Communications for Improved CX
Discover the three essential pillars driving mobile-first communications for superior customer experience in banking. Learn how to leverage format, accessibility, and notifications for lasting success.
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...
Proven Strategies: Enhanced Statements Improve Member Experience
Proven Strategies: Enhanced Statements Improve Member Experience Webinar Hosted with Access Softek Speakers: Webinar description: You need to deliver a modern...
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,...
Staying Ahead of the Curve: Adapting to Customer Communication Preferences
Learn the critical importance for businesses to adapt to evolving customer communication preferences in the digital age.
Get More Bang from Your Bill Design
Learn to engage customers effectively through personalized information, streamlined payments, and targeted marketing. Boost satisfaction and your bottom line with strategic bill design.
Stop the Churn! Boost Client Loyalty with Wealth Management Technology Solutions for Modern Statements
How modern wealth management statements can address generational disappointment and stop churn. Read on to learn more.
Upgrade your Member Experience: The Journey to Omnichannel Communications at Your Own Pace
According to the Harvard Business Review, “92% of organizations consider having effective customer engagement ‘extremely critical’ or ‘very critical’ to their organization’s success1.” As a credit union leader, you probably agree that exceeding expectations and building member relationships is job #1.
The Guide to Successful Bill Design: Close the Experience Gap
Discover the power of bill design to enhance customer engagement and satisfaction. Learn the hidden costs of poor bill design, key elements for success, and how to work with trusted communication partners. Get started on your bill redesign today.
Generational Approach to Wealth Management Client Communications
Playbook Experts estimate the "Great Wealth Transfer" will see parents and grandparents pass down trillions of dollars to the next generation over the...
Get Hyper-Personalization Working for Your Regulatory Customer Communications
Build a roadmap for successful hyper-personalization in regulatory customer communications. Learn how to enhance customer engagement, build trust, and leverage outsourced expertise for seamless omnichannel communication.
Personalized Interactive Video: Everything You Need to Know
Read this guide to learn everything you need to know about leveraging personalized video messages to increase engagement, boost upsell and cross-sell, educate customers about important topics, and improve customer satisfaction.
The ROI of Communications: A Hidden Opportunity
Uncover hidden ROI in communications through omnichannel strategies. Learn to overcome challenges, reduce costs, and enhance customer experience with Doxim CCM solutions.
Don’t Forget About Customer Communications Management During Your Banking Core Upgrade
Learn why leaders considering a banking core upgrade should prioritize a customer communications management integration as part of their broader digital transformation strategy.
Benefits of outsourcing Print & Mail
Playbook Communicating with customers through their channel of choice is a critical way to build strong relationships. Despite the increase in digital...
Benefits of Outsourcing Print & Mail
Playbook Communicating with customers through their channel of choice is a critical way to build strong relationships. Despite the increase in digital...
Maintaining customer communication excellence in turbulent times
Whitepaper Do you have full confidence in your CCM vendor and your customer communication process? Regardless of circumstances, your communications must...
How Outsourcing Your Print & Mail Communications Operations Can Save You Money – And Trouble
In our recent webinar about communication and CX, we discussed ways to improve customer experience while cutting costs. Read on to learn more
The Future of Customer Communication in Utilities is Data-Driven
In our recent webinar about communication and CX, we discussed ways to improve customer experience while cutting costs. Read on to learn more
Generational Approach to Wealth Management Communications
In our recent webinar about communication and CX, we discussed ways to improve customer experience while cutting costs. Read on to learn more
Personalization 101: Why and How to Enable Hyper-Personalization in Your Regulatory Communications
Today, most financial institutions offer basic personalization in their core communications and marketing campaigns, such as first name, last name and products owned. But so much more is possible as FIs leverage new technologies and their existing customer data as part of a broader CX strategy.
Making the most of every touchpoint-Leveraging regulatory communications for better engagement
Whitepaper Are you missing a critical opportunity for customer engagement? Regulatory communications, which are often read and reviewed in detail by...
Taking a Generational Approach to Credit Union Communications
Learn why personalizing your credit union communications is key to offering a member experience that meets the unique wants, needs, and communication preferences of each generation.
Five proven strategies to improve credit union member experience while cutting costs
Playbook In uncertain financial times, you are seeking ways to control your operational costs. But you recognize that to grow, your credit union...
The Definitive Guide to Statement Redesign for Banks
Playbook Discover how redesigning your monthly banking statement can increase customer engagement, reduce costly customer service calls, and even boost your...
Winning Strategies for Credit Union eStatement Adoption
Playbook eStatements are convenient, inexpensive, and environmentally friendly. But getting your members to move to online statements and leave the paper...
Winning Strategies for eStatement Adoption
Playbook eStatements are convenient, inexpensive, and environmentally friendly. But getting your customers to move to online statements and leave the paper...
Five proven strategies to improve the insurance customer experience while cutting costs
Playbook In uncertain financial times, you are seeking ways to control your operational costs. But you recognize that to grow, your insurance...
The Revenue-Boosting Benefits of a Comprehensive Customer Engagement Management Platform for Credit Unions
In our recent webinar about communication and CX, we discussed ways to improve customer experience while cutting costs. Read on to learn more
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
Playbook Discover how redesigning your monthly statement can increase member engagement, reduce costly service calls, and even boost your bottom line....
Five proven strategies to improve the financial customer experience while cutting costs
Playbook In uncertain financial times, you are seeking ways to control your operational costs. But you recognize that to grow, your financial...
The Benefits of Moving to A Communications Strategy that Prioritizes Engagement
Read how a CX-focused communications strategy, along with modern communications technology can drive meaningful improvement in your customer communications
4 Benefits of a Single Billing and Payment Platform
Your utility customers want an experience that is on par with those they are already getting from vendors in engagement-centric industries like retail. If you...
Improve Patient Experience, Outcomes, and Profitability
Powerful and effective communication is imperative in healthcare. Today's healthcare environment is a complex matrix of payers, providers, and patients....
Why Aspire Sees Doxim as a Customer Communications Management Leader
Aspire Places Doxim in The Leader Quadrant in Two Segments of Its Prestigious Industry Leaderboard The Doxim team are proud to announce that our company has...
3 Benefits of a Seamless Omnichannel Bill-to-Payment Experience for Utilities
Read about 3 benefits of a seamless omnichannel bill-to-payment experience for utilities, and why an omnichannel billing & payment platform is key