Case Studies

Case Studies

PRAIRIE CENTRE CREDIT UNION

Jason Hunter, Manager of Retail Technology at PCCU, talks about how his CU uses Doxim CRM to manage relationships with members across geographically-dispersed branches, and describes how Doxim staff help his team get the most out of their technology.

FIRST WEST CREDIT UNION

Peta Wales, VP of Operations at First West Credit Union, explains how the credit union has used Doxim CRM to integrate four back offices and create a unified view of the member, benefitting both staff and members.

COPPERFIN CREDIT UNION

Copperfin Credit Union at the Doxim Exchange Conference - Sharing Their Journey to Digital Transformation

CREDIT UNION LOAN SOURCE

RuthAnn Riggs, the Chief Operations Officer at an CUSO (credit union service organization) Credit Union Loan Source, tells the story of their long-term partnership with Doxim. With Doxim CCM (customer communications management) solutions for print and digital statements, the CUSO provides these services to over 40 credit unions, and has significantly increased e-statement services adoption thanks to Doxim's flexibility and the ability to integrate with a 3rd party payments solution.

HORIZONS NORTH CREDIT UNION

LaTrice Brewster, Marketing Director at Horizons North Credit Union, shares her experience with Doxim and its CCM and Email Marketing Solutions. This Denver credit union has been a Doxim customer for over 9 years, after replacing their old ineffective email marketing tool with Doxim's modern solution.

SERVICE 1ST FEDERAL CREDIT UNION

Jay Reed, the Chief Information Officer at the Service 1st Federal Credit Union, shares his experience with Doxim's Customer Communications Management solutions and the Doxim customer success team. The credit union has been Doxim's customer for over 6 years, after Service 1st had switched from a vendor that could not meet SLAs and could not sustain the required quality of service. Jay Reed states that solution quality and trust are the key factors that keep his organization coming back to Doxim again and again.

Fayetteville Public Works Commission

Fayetteville Public Works Commission Case Study

Engaging Customers with Data-Driven, Personalized Design and Targeted Messaging

Your Credit Union

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Achieves Major Cost Savings and Enhanced Member Service with eStatements

PenFinancial

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Realizes Significant Savings with eStatements

Credential Financial

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Makes An Easy Transition To A Single Service Provider

CUPs and Doxim Join Forces

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To Help Encompass Credit Union Improve Member Statements

G&F Financial Group

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Reduces Its Footprint, Improves Member Experience

CU Realizes 10 Month ROI

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With Doxim Document Imaging Solution

InFirst Federal Credit Union

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Leverages Doxim Email Marketing to Improve Cross Sell Initiatives

Massachusetts Credit Union

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Improves Sales Processes and Reduces Costs with Doxim e-Brochures

TCU Financial Group

TCU Case Study front page

Goes Digital to Offer Faster More Accurate Lending

Worldsource Securities

Improves Advisor Productivity And Delivers Superior Client Service With Enterprise Client Onboarding Application

McLean & Partners

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Speeds and Simplifies the Account Opening and Updating Process

Members Never Have to Repeat Themselves

Thanks to Conexus and Doxim CRM