Digital transformation for customer communications

Introduction

Doxim Illuminate – Conference Highlights & Takeaways

Doxim Illuminate – Conference Highlights & Takeaways

Doxim Illuminate – Conference Highlights & Takeaways

Recently, Doxim clients, partners and staff came together in historic Old Montreal for the annual Doxim Illuminate Client Conference. Now that the dust has settled, we wanted to share some of the highlights of this jam packed three-day event with you!

The theme of our conference this year was digitization, and how it can help CFIs grow and prosper. Our clients have told us that the topic of digital transformation is very much on their minds, and we wanted to offer them some proven strategies for making the shift.

A number of our clients who’ve made important steps in this direction also stepped up and shared their success stories.

Day one of the conference kicked off with user group meetings. Doxim’s vibrant user community came together to share how they use our products, discuss the enhancements that would most benefit their organizations, and provide feedback on product roadmaps. “Our user groups offer a lot of value to Doxim customers, so they are always a highlight of our conferences” says Director of Solutions Consulting Sean Kennelly. “Clients get to share tips and tricks with their peers about how to get the most from their Doxim solutions. And they always come prepared with a list of proposed features they’d like to see on our roadmaps!”.

Day two highlights included a presentation by Synergy Federal Credit Union’s CFO and Director of Marketing. They shared the strategies they’ve used to make their CU so successful and outlined their vision for improved member service and loan portfolio growth as well as how they plan to achieve both by using Doxim solutions.

Johanne Cannon of Westminster Savings Credit Union and Sean Kennelly of Doxim teamed up to offer their perspectives on the changing world of commercial lending. Johanne talked about WSCU’s  long search for an out-of-the-box solution to optimize their lending processes, and how their partnership with Doxim to create a new system “could be a game changer in commercial lending.”  Then Sean outlined Doxim’s vision for commercial lending, including how the solution will fulfill the industry’s desire to expedite the data-capture, approval, funding and review processes, and to move to an omni-channel model.

Day three brought a well-received panel discussion, “The Journey to a Digital Future”. Representatives from several credit unions talked about their different approaches to digitization, their journey and the impact it’s made on their organizations. The panel concurred that digitization is becoming a must-have in the  community banking sector, especially with increased competition from non-banking competitors and changing customer needs.

Closing out the conference, leading technology strategist and keynote speaker Paul Barter talked about how changing technologies can help financial institutions “find the needle” in an increasingly larger haystack and enable sustainable competitive advantage.

Paul sent the audience away with the following food for thought: the culture of credit unions is already strongly aligned with the preferences of new generations, making CUs and Millennials a natural fit. The challenge for credit unions is articulating those values to them, and making products and services available when and where they want to access them.

Our Vice President of Customer Success, Sean O’Donovan, summed up the value of the conference nicely: “Connecting with so many of our customers at once, in person, at Illuminate really gave us an opportunity to get a pulse on what’s on going at their banks and CUs. We’re looking forward to meeting customers at future events, and learning even more about their needs.”

Did you miss Doxim Illuminate this year? Check out the presentations and panel discussions online now!

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