Introducing Josh Noble, Regional Vice President, Sales at Doxim (USA)

by | Jun 17, 2021

Josh Noble - CCM Blogger: Banks and Credit Unions regional Vice President, sales at Doxim (USA)

Introducing Josh Noble – Regional Vice President, Sales at Doxim (USA)

We are proud to introduce you to our expert blogger, Josh Noble, Regional Vice President, Sales (USA) focused on customer communication management in banks and credit unions. Read on to find out more about Josh’s career, how he believes digital transformation and CCM in banks and credit unions is going to change over the next couple years, and what younger Josh wanted to be when he grew up . . . Connect with me:

What’s your backstory (how did you come to be working for Doxim)?

I’ve been a sales consultant for over 20 years, and I have educated organizations on office products, furniture, delivery logistics, semi-trucks, and now digital communications. Technology has always fascinated me, and over the last 5 years I’ve had the pleasure of learning and teaching about the impact of technology on the financial sector. Doxim has provided me with the right technology and capabilities to translate that passion into my everyday work life. My current focus at Doxim is providing CCM solutions to credit unions and community banks in the USA.

How do you think digital transformation and CCM is going to change over the next couple years?

With digital technologies transforming every avenue of our lives, institutions must adapt to the changing ecosystems of communication. It is imperative for organizations build agility in their response to how consumers negotiate modern life. The best way to stay ahead of evolving customer expectations is by developing long term relationships with the right technology partners.

As a child, what did you think you would grow up to be?

A superhero, but sadly I was never exposed to gamma radiation and my parents weren’t inhabitants of a dying alien planet near a red star.

Outside of work, what are you passionate about?

My wife, my kids, reading, exercise and cheeseburgers.

3. Expansion of digital products

As banking customer behavior shifts, banks must move with the times, or risk getting left behind. Many banks today are exploring the power and potential of open banking, which can allow them to offer more innovative products and services to their customers, as well as to better compete with fintech companies and other non-traditional financial service providers.

As you shift your banking business model to reach new segments or provide an enhanced array of services, communication becomes even more pivotal to your success. After all, if your customers don’t know which new services they qualify for, or how those services will help them meet their goals, then they are unlikely to explore them further. CCM technology can be leveraged here to provide personalized on-statement messaging that directs customers to the right products and services, as well as 1:1 personalized “explainer” videos to help them get started.

Adjusting your bank’s priorities to thrive in 2023

In an era of constant change, the key to successfully transforming your bank’s business model will be to stay attuned to the changing needs and preferences of customers, and to be open to exploring new opportunities and technologies that can help your FI stay competitive and relevant. But these new opportunities are doomed to fail if you do not clearly communicate their benefits and make it simple for customers to access them.

That is why transforming your customer communication strategy is the best first step to broader digital transformation. By updating your approach to communications to meet omnichannel customer needs, you also position your bank to communicate the benefits of changes in your broader organization, like new or enhanced products and services. The pace of change in banking has never been brisker – but with the right strategic approach to these changes, the future is bright.

Investing in a modern customer communication management and engagement platform is an essential part modernizing your banking strategy, as it can provide the personalized digital experiences that will keep your bank or credit union ahead of the competition. It helps provide a great customer experience, and builds rich relationships, which in turn results in customers for life and a competitive advantage in the rapidly evolving financial marketplace.

How Doxim can address the banking customer communications trends identified and help future-proof your digital banking strategy

banking customer communications trends

Doxim’s experienced consultants and omnichannel platform can help transform your customer experience in many ways, including:

  • Gathering and utilizing customer data to continually improve the personalization of communications.
  • Building trust with customers via communication (via print, PDF, HTML, email, text, and online interactive experiences).
  • Leveraging interactive video to drive personalized digital customer experiences, such as interactive statements, bills, or reports, that offer visual engagement and real-time interactivity
  • Putting customer data, including customer statements, at the fingertips of your service representatives for immediate and personal service.
  • Making a meaningful connection with value-added content, like information about philanthropic activities, on customer statements.

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