Credit Unions

Customer Engagement for Credit Unions: Responding to the Digital Shift

Exceptional member service has long been a hallmark of credit unions. But as member engagement becomes fragmented across multiple channels, providing consistently excellent member interactions becomes more challenging, especially online.
Credit unions are working hard to understand their increasingly digitally oriented members, and how best to serve them and maximize their lifetime value. They are also realizing the need to understand the opportunities to better analyse customer data and create more targeted communications as a growing number of members are expecting personalized, more relevant marketing offers rather than the generic blanket campaigns.

Doxim Can Help

For fifteen years, Doxim has been a market leader in member engagement solutions for credit unions and other financial service organizations. Doxim currently counts over 80% of institutions in the Canadian credit union market as direct or indirect customers. We service the needs of hundreds of credit unions and community banks in North America, and to facilitate these relationships, we’ve forged strategic partnerships and integrations with dozens of leading credit union platform providers.

We’ve used our deep industry expertise, and feedback provided by our clients and partners to design our modular Customer Engagement Platform, and it’s tailored to the needs of credit unions. This platform provides a significant value proposition to our customers in the credit union sector, as it improves the member experience, significantly reduces costs, improves efficiencies and improves compliance as well as automates paper and content intensive processes. Here are some of the ways it can help you delight your members:

Member Interactions that Build Loyalty and Wallet Share

Doxim’s Customer Engagement Platform lets you make an excellent impression with streamlined, paperless member onboarding and loans origination processes that replace slow, impersonal exercises in form filling. This automation frees your staff up to have goal-based conversations with members and capture their feedback, setting the stage to increase their engagement with your credit union as time goes by.

By analysing the data you gather during routine interactions with members, you can define and create powerful, targeted marketing campaigns and send them out via your members’ preferred communications channel. We can even drop campaign ads right onto your statements.

Communications Your Members Love to Read

For many credit unions, the statements and reports they share with members remain difficult to read, expensive to produce, and full of impersonal jargon. They simply don’t live up to the credit union promise of personal, friendly interactions.

An enhanced statement solution will help transform these critical member communication vehicles into easy to read, tailor-made documents with integrated, personalized 1:1 marketing zones. Your members will enjoy the experience of receiving statements created just for them and delivered to them through their preferred credit union channel, improving their experience with your credit union and increasing the chances they’ll adopt more of your products and services.