Credit Unions

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.

I implemented and used Doxim Business Analytics for 4 years at First Ontario. I found the product to be extremely useful in providing the organization insights into member behavior and feedback as to the effect of various strategies and tactics. I would recommend the product for any analytic department wishing to have a robust tool to increase visibility into their organization.

We've been using Doxim Business Analytics for several years. The product is exceptionally user-friendly and greatly improves access to data for marketing purposes. With this tool, the marketing department has grown more independent in producing analytics to drive strategies and to contribute to everyday business decisions. Continued confidence in the success of our marketing initiatives relies on purposeful application of data, and that activity certainly hinges on an inclusive data warehouse and our reporting capabilities.

Email marketing is a win-win for everyone! After the first email series, we saw an increase in members stating they were extremely satisfied with our service.
Plus, with Doxim Email Marketing, our total # of deposit accounts grew 24%, and total deposit balances increased by over $425,000. The number of active loan accounts almost doubled, and our promotional marketing budget was trimmed by 40%.

Doxim’s ability to integrate into our banking system was a big plus! The fact that their CRM, loan origination, and account opening products all speak to each other efficiently was very appealing. With Doxim Account Opening, we expect to cut operational costs, offer more services online, and delight members with more seamless service interactions. The solution will ensure the time spent with our members during their appointments is focused on their financial needs and goals.

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.

For us, the customer service makes the difference! They are always quick with our projects and responsive to our questions. We've experienced a 50% e-statement adoption rate, which is much higher than industry average. Plus, partnering with Doxim offers us operational simplicity and satisfied members. Our e-statements are out the door the day after we provide the necessary file.

Member response has been very positive! Electronic access to e-Statements and checks allow members to securely view, download, and print their own statements from the comfort of their home. 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.

Doxim has helped us move from paper statements to an eStatement environment, to give us flexibility to update our branding, and present statements in a format that member can access constantly. The Doxim team are a pleasure to work with! They are adaptable, and they are always willing to jump in and help us figure out how to make something happen.

We primarily use Doxim for statements, statements, notices, marketing fulfillment, marketing pieces. A great company to work with, incredibly responsive, really happy with them. Doxim is always receptive to our customization requests! We like to push the envelope a bit in how we deliver our marketing messages, and they are with us all the way.