Resource Center
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.
Register now and learn to use financial behavioral research, AI-powered analytics, and Doxim CRM to drive member engagement and business growth!
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.
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.
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.
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.
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.
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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!
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.
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.
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...
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.
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.
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.
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
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...
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 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
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...
Making the Most of Every Opportunity: Leveraging Regulatory Communications for Better Engagement
By not keeping up with the pace of change, many businesses are squandering critical opportunities to engage customers. The COVID-19 pandemic enabled unprecedented acceleration for digital adoption, and Aspire research reveals many businesses are continually working to leverage superior digital communications to improve CX.
How Interactive Video Content Overcomes Low Digital Engagement
It’s time to take a fresh new approach to improve digital engagement in financial services Your website receives more visits than all your branches combined,...
How to strengthen your customer relationships with opti-channel
Just when you thought you’ve heard all there is to hear about customer communications, new terms emerge. What exactly is omnichannel? How can it grow into...
Communication and CX: Your Keys to Engagement, Revenue, & Cost Reduction in Uncertain Times
You’re not alone….organizations like yours are seeking stability in uncertain economic times. To thrive during a downturn, costs must be reduced, and revenue must be protected and grown wherever possible…
CXM Transformation
Consumer expectations of instant access to relevant information have made customer experience (CX) an increasingly important metric in business-to-consumer...
The Business Case For A Comprehensive Customer Communications Management Platform
The operational and business benefits of a comprehensive Customer Communications Management platform are immediate and demonstrable. Modern organizations are...
5 Practical Ways to Bridge Your Experience Gap
Five Strategies To Improve Customer Experience While Cutting Costs
In our recent webinar about communication and CX, we discussed ways to improve customer experience while cutting costs. Read on to learn more
AFP Habitat Increases Conversions with Personalized and Interactive Video Pension Statement
The Value of Interactive Personalized Video – Year Roundup
Here are a few of our most popular blog posts on interactive, personalized video. Read why companies in regulated industries are embracing video technology
Members Never Have to Repeat Themselves at Conexus Credit Union
Worldsource Securities Improves Advisor Productivity and Delivers Supperior Client Service
InFirst Federal Credit Union Leverages Doxim Email Marketing to Improve Cross Sell Initiatives
PenFinancial Realizes Significant Savings with eStatements
G&F Financial Group Reduces Its Footprint, Improves Member Experience
CU Realizes 10 Months ROI
CUPs and Doxim Join Forces
Your Credit Union Achieves Major Cost Savings and Enhanced Member Service with eStatements
7 Reasons Why Text Is the Ideal Channel for Urgent Business Communications
Text is a highly effective channel for urgent and time-sensitive engagement. Read why text is the ideal channel for urgent business communications
Your Critical Communications Require Enterprise-Grade Data Privacy, Security, and Business Continuity
Discover the value of state-of-the-art customer communications with the assurance of enterprise-grade data privacy and security. Read on to learn more
Customer Communications Strategies For Navigating Uncertain Times
Read how a Customer Communications Management platform provides cost savings, operational stability, builds loyalty & drives revenue, even during a downturn
Enhance Customer Engagement With Interactive Video
Discover 6 ways interactive video can build customer relationships, enhance customer engagement, boost retention, & increase overall marketing ROI
Seamlessly Moving Customers From Paper To Digital Experiences
Read what obstacles financial services organizations face when moving customers from paper to digital and how to overcome them
How Personalized Video Overcomes Low Digital Engagement In Financial Services
Digital engagement in financial services is at an all-time low. Read how to improve engagement with personalized video – an effective way of presenting information & offers
How To Meet The Lending Needs Of Small To Medium-sized Enterprises (SMEs)
Discover how your bank or credit union can expand its business lending portfolio. Read how to meet the lending needs of small to medium-sized enterprises
The Digital Transformation: Key Considerations for an Effective Communication Strategy Webinar
Today’s new digital reality has accelerated a shift in communication strategy—the focus has moved on from reducing costs and risk in favor of improving the customer experience with superior interaction.
How Can Traditional Financial Services Players Compete Against FinTechs?
Utilising technology platforms to centralise data & communications, traditional financial services organisations can offer high levels of customer experience
The Value Of Integrated And Automated Identity Verification During Onboarding
Read how to avoid digital fraud while providing an exceptional customer experience (CX) during origination and the benefits of integrated and automated identity verification during onboarding
Best Practices for High Performing Projects
Webinar Best practices for high performing projects Project implementation can be a daunting task for many organizations. That's why we've asked...
Your Lending Strategy with Doxim API’s
Webinar Your Lending Strategy with Doxim API's Banks and credit unions are going to have to find new process efficiencies to satisfy their customer's need for...
Crisis Response Solution: Deploying Digital Onboarding Quickly
Webinar Crisis Response Solution: Deploying Digital Onboarding Quickly Digital onboarding is no longer a luxury but a necessity for wealth management firms...
How to Communicate with Customers in a Digital Branchless Reality
Webinar How to Communicate with Customers in a Digital Branchless Reality How can you provide an exceptional customer experience in a time when you may never...
The Paperless Customer
Webinar The Paperless Customer Why are companies still struggling to get customers to switch off paper? We, as consumers, are completely digitally involved -...
CXM Transformation – Building a Consolidated Communications Strategy
Webinar CXM Transformation - Building a Consolidated Communication Strategy In order to successfully transition to the coming CXM ecosystem,...
Transforming Financial Institutions Into Aggregators: How To Enable A Data Fabric That Creates New Value Chains In The Broker-lender Relationship
Transforming financial institutions into aggregators. Read how to enable a data fabric that creates new value chains in the broker-lender relationship
How to Build a Framework for Omnichannel Customer Communications
Webinar How to Build a Framework for Omnichannel Customer Communications It's not easy to satisfy the demands of modern consumers who have high expectations...
Virtual Launch: Take Banking Beyond the Branch
Webinar Virtual Launch: Take Banking Beyond the Branch Discover Doxim Self-Service Account & Loan Origination. See what makes this omnichannel, end-to-end...
How To Achieve Maximum Security & Compliance During Digital Onboarding
Webinar How to Achieve Maximum Security & Compliance During Digital Onboarding With digital fraud at an all-time high and an ever-evolving complex set of...
How Communication Drives Digital Banking Transformation And Maximizes Customer Lifetime Value
Webinar How Communication Drives Digital Banking Transformation and Maximizes Customer Lifetime Value The pre-pandemic customer is not the same...
Credit Unions Can Leverage Personalized, Interactive Video To Boost Engagement, Conversions & Wallet Share
Leverage the power of video to create engaging, interactive content that cost-effectively delivers personalized member care & maximizes ROI at scale. Read how Doxim CCM Interactive Video can augment your operations, satisfy customers & boost your bottom line
How Financial Institutions Can Boost Customer Experience with Centralized Communications
A centralized communications strategy is key. Read how financial institutions can boost customer experience with centralized communications
Digital Customer Experience Trends Expected To Shape Credit Union Member Experience In 2022
Discover the next generation digital customer experience trends that credit unions should track & respond to, to ensure an optimal credit union member experience
A CCM Platform Can Reduce Communication Costs For Credit Unions
A CCM platform can reduce communication costs for credit unions. Read how credit unions can reduce communication costs, while enhancing member engagement
Transforming Business Account & Loan Origination to Improve Customer Experience
Business customers now expect a frictionless account opening & lending process that can take place from the comfort of their office. Read how to transform business account & loan origination