Document Management Challenges For Credit Union

Providing Online Document Access For Staff and Members

The internet has fuelled an increase in member expectations for anytime, anywhere access to financial documents, like statements. In addition, the importance for Credit Unions to continuously improve the quality and speed of member service is driving a need to provide more online document access to staff. Yet many credit unions still operate paper based processes that do little to respond to either of these imperatives.

To address these issues, Credit Unions must embrace new document management tools to deliver secure access to online documents that meets the expectations of members and staff alike.

The Doxim Difference

Doxim is here to help Credit Unions meet these goals. Over the years we have developed a powerful combination of excellent software tools, affordable pricing and deep domain expertise as a result of this endeavour.

Our software tools are built specifically for the unique archiving, workflow and image capture requirements of Credit Unions— at affordable prices that enable you to deliver cost-effective services to your membership. Our deep domain expertise and extensive experience with hundreds project rollouts means that the adoption of Doxim technology within your credit union will be smooth, efficient and cost effective.

How We Can Help

Doxim is the leading provider of content management and archival solutions for Canadian Credit Unions. Doxim Enterprise Content Manager (ECM) offers a web-based alternative to printing and mailing documents such as statements, bills, check images and transaction records. An important part of any green initiative, as well as an effective disaster recovery and business continuity strategy, Doxim ECM also enables compliance with stringent regulatory obligations.

Doxim ECM enables Credit Unions to:

  • Streamline how content is stored, shared and accessed across all departments
  • Speed up operations and increase employee productivity, while reducing costs
  • Improve member service levels and increase member interaction via self-service capabilities
  • Ensure content security and access rules are aligned with regulatory mandates
  • Contribute effectively to corporate environmental strategies

Product Offering

Doxim’s integrated content management suite provides an end-to-end solution to help you better manage the production and delivery of regulatory documents and related communications.

Find out more about our Solutions today.

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