Customer Communication Management; Meeting Today’s Challenges, Planning for the Future

For many financial institutions, customer communications can become an afterthought. If account statements and e-statements, email notifications, and other routine communications are sent to customers in an accurate and timely manner, then leadership is satisfied and may just not give…

The Future of Commercial Lending: Doxim experts talk about the state of the industry and what’s next for credit unions

Doxim’s own Paul Abdool and Sean Kennelly recently attended the 2018 National Lending Conference put on by the Canadian Credit Union Association. While at the conference, they connected with many credit union leaders about commercial lending and digital loan origination.

Fixing Customer Experience Pain Points with CRM: A Leader’s Guide

Improving the customer experience is one of the top drivers of investment in financial CRM today, and it’s no wonder why. Today’s consumers expect a banking experience that is omnichannel, hyper-personal, and effortless, and they aren’t shy about going elsewhere if their bank or credit union fails to live up to expectations.

Operational, or Analytical? The right CRM is Both

Many organizations think of CRM solutions as just an analytical tool for marketers or an account management tool for service departments… But, in fact, the right CRM can help you achieve organization-wide operations and compliance goals as well. In fact, operational CRM has a pivotal role to play in streamlining all sorts of business processes related to front-end customer touchpoints.