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…
Modern financial CRM isn’t just a point solution for marketing or front line service. Deployed enterprise-wide, it can be the engine that powers your digital transformation and helps your bank or credit union reach essential strategic goals.
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.
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.
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.
Studies indicate that the ROI on a CRM system can be as high as $8.70 per dollar spent (Nucleus Research, 2014). That’s a pretty impressive return on investment for a technology solution, and it may leave you wondering just how CRM generates such uniquely high returns.
Recently, members of the Doxim team had the opportunity to attend the 10th annual Celero Fintech Conference in beautiful Whistler BC.
Being part of your members’ financial journey is key to knowing where, when, and how to market to them. The traditional marketing funnel is dead, and successful selling increasingly depends on being an integrated part of your members’ lifestyles.
Your monthly statements do a lot of heavy lifting, and due to regulatory changes and ever-growing consumer expectations, they now have to include more data than ever before.
The Exchange Client Conference is an annual highlight for the Doxim team, as we get to connect with our valued clients and partners. This June we hosted our largest event so far, this time in the heart of financial district…