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Case Study
Massachusetts CU Improves Sales Processes with e-Brochures

Reimagining Customer Experience - A Marketer's Perspective

Build a stronger sales culture with Doxim e-Brochures

Make it simple for your front-line staff to share product information with Doxim e-Brochures. When a customer requests information, your employees can easily send a cost-effective electronic brochure right to their inbox through the Doxim e-Brochures solution, then track the customer’s interactions with the offer and follow up as needed. It’s ideal for deployment to tellers, investment advisors, customer service representatives and call centers – or even for online self-service.

Watch Your Response Rates Soar

Give your customer immediate access to all the information they’ve requested as well as track their engagement with the content. Reporting and analytics show you who opened what and whether they engaged with the content in the e-Brochure by clicking. This provides great intelligence to your staff for focused follow up with those individuals who have the greatest propensity to buy.

Better Manage Your Collateral and Staff

Gather a wealth of useful data during e-Brochure distribution, including information about how your collateral is being used. You can also monitor how well frontline staff members are supporting customer requests for information, and use that intelligence to build a stronger sales culture.

Reduce Brochure Costs

Keep your e-Brochures current without the extra costs associated with re-printing and distributing new versions. Just update your rates or tweak your messaging, then roll out the new version of your digital brochure instantly to all your branches and offices. According to the Filene Research Institution, financial institutions, on average, have seen a decrease of 65% in brochure printing costs by using Doxim e-Brochures.

Want to learn more about Doxim e-Brochures?

Doxim e-Brochures Includes:


Mobile-Friendly Design

Templates with responsive design means Doxim e-Brochures look great on mobile devices, tablets, and computers.


Customer Engagement Tracking

Measure effectiveness of your brochures, and identify which customers are most engaged, so you can follow up with the warmest leads.


Personalization Options

Add a personalized message, or use variable content to make every brochure feel tailored for the recipient and their needs.


Multi-Channel Distribution

E-Brochures can be distributed by tellers, investment advisors, CSRs and call center reps – or even made available on your website for online self-service.


Easy Configuration and Adjustment

Keep your brochures current and specific, as changes to the content of the e-Brochure can be made instantly without incurring the cost of reprinting and distribution.


Employee Success Reporting

Monitor how effectively your staff members are distributing your collateral, so you can reward top performers and coach those who need a bit more help.


Case Study

Massachusetts CU Improves Sales Processes with e-Brochures

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Bridging The Customer Experience Gap

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Doxim e-Brochure

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See Doxim e-Brochures in Action!

See how cost-effective, trackable e-Brochures can increase your conversion rates and make it easier for your staff to sell effectively across all channels.