Doxim in Media

Doxim today announced that it has acquired Utilitec, a customer communications management solutions provider that focuses exclusively on the unique requirements of the metered services industry.

BTV’s CEO Clips, a series of short video profiles on innovative publicly traded companies across North America, features Doxim CEO Chris Rasmussen, discussing the company and what sets it apart.

Today Customer Communication Management (CCM) technology is more complex and more important than ever before, and banks that don’t recognize this fact miss simple and affordable opportunities to make a difference for their customers.

As the credit union industry follows the retail industry towards providing personalized offers, credit unions that stay at the front of the trend will benefit most from increased member loyalty and satisfaction.

To thrive in the digital age, credit unions are putting a strategic focus on evaluating how technology can help them compete. Many CU leaders agree that member engagement technology can be used to address current challenges and to prepare for the future.

Through intelligent workflows, financial services software and targeted print, Doxim’s customers have boosted profits, reduced costs and offered exceptionally personalized experiences to retain existing clients as well as adding new customers.

Facing stiff headwinds against data-savvy competitors, community banks and credit unions recognize the need for systems that can provide detailed insights into consumer needs and the analytics to better meet those needs. But they also want the software to be on their terms.

US Private Equity firm GI Partners has acquired a majority stake in Doxim Inc., a provider of customer engagement software-as-a-service solutions to the financial services industry.

Doxim, a Markham-based SaaS company focused on developing software for financial institutions, announced that it has acquired Market Connections Inc. (MCI) to extend its reach into the North American wealth management and banking spaces.

To adjust to the ongoing changes in the financial services industry, and to prepare for a year of increased growth and improved loyalty, you need to align your people, processes, and technology with a singular focus on your members and their needs.

Working with an experienced and engaged vendor can help you sidestep common pitfalls that sink many CRM projects. In fact, recent research indicates that a clear strategy and a supportive vendor are the keys to high adoption and satisfaction with credit union CRM.

Doxim CEO Chris Rasmussen welcomed Mayor Frank Scarpitti at the company’s Canadian headquarters in Markham. Scarpitti was touring top businesses in the area and meeting with regional business leaders.

These days, statement redesign projects require a cross-functional team to plan and execute. To help you get ready, we’ve drawn on our expertise to identify 4 key players who will likely be at the table, and the questions they are dying to ask.

Being part of your members’ financial journey is key to knowing where, when, and how to market to them. The traditional marketing funnel is dead, and successful selling increasingly depends on being an integrated part of your members’ lifestyles.

The credit union industry today is undergoing unprecedented transformation, as both the behaviors of existing members and the demographics of prospective members shift. In the face of these changes, credit unions can’t rely on the status quo any more. They have to get creative.

What sets the fastest-growing credit unions apart from the rest? Increasingly, the answer lies in how they use their data. Integrate these habits into your approach to sales, marketing, and service, and you’ll be on the fast track to data-driven success as well.

Is your credit union ready to maximize the value of its data and make analytics your #1 competitive advantage? Fantastic! Here are the 3 things you need to consider as you begin your analytics-driven transformation journey.

A better member experience increases the chance you’ll retain existing members, grow your relationships, and even benefit from member referrals. To get you started, here’s a list of 4 practical ways to improve your member experience in 2018, using member engagement tools.

When choosing a CRM, there are no shortage of options in the marketplace. But buyer beware – some of the players may not have the essential functionality your credit union needs to succeed with your CRM implementation and adoption

How can your credit union take better advantage of its existing data? Here’s one all-in-one solution: invest in a modern enterprise business analytics solution with self-serve capabilities and an interface that is easy for business users to manipulate.

Is your current CRM solution up to the task? If not, it may be time to plan for the successful future and build for the growth you seek. Here are some of the steps you need to take to make sure the process goes smoothly.