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
Engaging Customers with Data-Driven, Personalized Design and Targeted Messaging
Your Credit Union
Achieves Major Cost Savings and Enhanced Member Service with eStatements
PenFinancial
Realizes Significant Savings with eStatements
Credential Financial
Makes An Easy Transition To A Single Service Provider
CUPs and Doxim Join Forces
To Help Encompass Credit Union Improve Member Statements
G&F Financial Group
Reduces Its Footprint, Improves Member Experience
CU Realizes 10 Month ROI
With Doxim Document Imaging Solution
InFirst Federal Credit Union
Leverages Doxim Email Marketing to Improve Cross Sell Initiatives
Massachusetts Credit Union
Improves Sales Processes and Reduces Costs with Doxim e-Brochures
TCU Financial Group
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
Speeds and Simplifies the Account Opening and Updating Process
Members Never Have to Repeat Themselves
