CRM Software for the Financial
Services Industry

Purpose-Built for Banks and Credit Unions

Choose CRM Software that’s Custom-Built for Financial Services

Drawing on our more than 15 years of industry experience, Doxim’s CRM software is built specifically to cater to the needs of banks and credit unions. The financial services industry is complex, but managing your customer relationships doesn’t have to be. Doxim CRM improves staff productivity, drives sales and marketing success, and helps increase customer loyalty.

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Doxim CRM Features

Contact Management

View and document all customer engagements, across all touchpoints, so sales and service conversations can be picked up right where they left off.

Campaign Workflow

Build and trigger 1:1 multi-step, multi-channel campaigns for a more customer-centric approach to marketing.

Campaign & Pipeline Management

Analyze and fine-tune sales pipeline and campaign performance, increasing conversion rates and revenue.

Sales Tracking

Understand and manage staff sales performance by setting goals and tracking progression in real-time. Reward top performers, and coach those who aren’t selling effectively.

360⁰ Customer View

Provide a full customer snapshot at a glance, including financial data, current product holdings, and last service engagements.

Household View

Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.

Engagement types

Get a CRM with preconfigured customer engagement types that will drive productivity instantly, without the extra effort and cost to customize a generic CRM.

Learn Why Customers Choose Doxim

Recognizing the changing nature of consumer engagement in financial services, Stride Credit Union had strategically re-positioned itself to review all areas of operations in an effort to intensely focus on an exceptional member experience... that’s when we uncovered how Doxim’s integrated engagement technologies could solve more of our needs than we anticipated!

We needed to have meaningful conversations with our members and a place to document those conversations. We wanted Conexus to be fully integrated and perfectly seamless with tools, systems, and information about members. Now we have a centralized place to document and capture interactions and next steps, improving the member experience and increasing sales.

We successfully rolled out CRM to over 1,100 users and eliminated 11 redundant systems which had been used to provide CRM functionality. We now have simpler and more consistent processes for recording member interactions and tracking referrals, which will allow us to provide a high quality advisory experience for our members, across all lines of business.

Doxim’s CRM and Analytics offerings also had all the features and functions we need to create targeted, multi-channel marketing communications that will reach our members where they live, work, and play...plus, Doxim has been our trusted statement solutions partner for over a decade, so we know we’ll be getting the service and support we need as we embark on this journey.

Our partnership with Doxim has been a long standing one and they are the first we turned to to investigate and implement. Their direction and commitment to our needs continue to make them the partner of choice. Our members really enjoy services like electronic access to e-Statements, so they can securely view, download, and print their own statements from the comfort of their home or office and check their monthly and past account statements easily and conveniently.

With Doxim, we never have to jump through hoops! We’ve done our due diligence and looked at other providers, but we always come back to Doxim. Most importantly, we experience no issues - member communications are sent without fail, every time. Doxim team members even find innovative ways to help us resolve issues with other vendors.

See Doxim’s CRM Software in Action

Make the switch to a CRM solution built just for financial institutions! Book your personalized demo now to see how it can help you maximize the value of your customer relationships.

If you have questions, our product specialists would love to answer them. Give us a call at 1 866 475 9876.