Read more about accessibility in customer communications management, and what companies in the US, Canada & the UK should do to ensure compliance
Category: Customer Communication Management
PODCAST: MEETING CLIENT COMMUNICATION EXPECTATIONS
UNTANGLING FINTECH: MEETING CLIENT COMMUNICATION EXPECTATIONS How to manage financial communications in a way that will meet, and exceed, client expectations The investment advisor is usually the initial and primary client contact and thus, first source of communication. However, during the customer lifecycle with the business, regular client communication is necessary to evolve…
Doxim Acquires Pinnacle Data Systems, One of America’s Largest Privately Held Customer Communications and Payment Providers
Acquisition will further power Doxim’s CCM Platform strategy with enhanced enterprise production capacity Doxim® (www.doxim.com), the leading customer communications management (CCM) and engagement technology provider serving regulated markets including healthcare, financial services, and utilities, today announced the acquisition of Pinnacle…
The Evolution of CCM: The New Customer Experience Imperative
As consumer expectations around instant access to timely, relevant information continue to rise, the customer communications industry is evolving to meet them. For this reason, customer communication management (CCM) has evolved rapidly in the last few years, to a new,…
Doxim Announces its Next Generation Platform for Customer Communications
From print to digital, Doxim CCM will be the first integrated SaaS technology platform designed to support the entire lifecycle for personalized omni-channel customer communications Detroit, July 29th, 2020 – Doxim (www.doxim.com), the leading customer communications management (CCM) and engagement…
eBook: Engaging Customers In The Moment To Build Relationships For Life
Being part of your customers’ financial journey is key to knowing where, when, and how to market to them, and how to drive their financial well-being while earning more of their wallet share. So why isn’t your customers’ wallet share…
eBook: The Customer Experience Gap
Customer experience gap is real. Learn how your financial institution can turn this threat into a competitive advantage. Community financial institutions are facing unprecedented challenges. On one side you’re being squeezed by big banks with deep pockets and on the…
eBook: The Definitive Guide to Statement Redesign
Do your statements live up to your brand? Learn how enhanced statements can improve your client experience. Every day your clients trust you with not just their money, but their future. Every interaction they have with your organization solidifies their…
eBook: Engaging Customers In The Moment To Build Relationships For Life
Being part of your customers’ financial journey is key to knowing where, when, and how to market to them, and how to drive their financial well-being while earning more of their wallet share. So why isn’t your customers’ wallet share…
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 customer communications much more consideration.