2024 CCUA National Conference

Calgary TELUS Convention Centre | Calgary, AB | May 5-8, 2024

Chat with our CCM experts

Curly Lippa

Curly Lippa

Regional Vice President – Financial Services

Dean Capotosto – Senior Account Executive

Dean Capotosto

Senior Account Executive

Davinder Jawanda – Account Executive

Davinder Jawanda

Account Executive

Davinder Jawanda – Account Executive

Shah Usama Javed

VP, Product, CEM

Proudly serving our Canadian credit union community since 2000 – Doxim has been with you every step of the way. We continue to evolve and bring to market products and services that are purpose-built to serve you and your members.

Today, Doxim provides a Customer Engagement Management (CEM) suite of solutions purpose-built for community banks and credit unions in Canada – with modules for both in-branch and self-serve, for retail and business customers. The modules in CEM guide you through the process of onboarding clients, opening accounts, originating loans, and managing customer information and documents – delivering maximum productivity, customer satisfaction, revenue and profitability.

Explore Our Resources

Doxim CCM for wealth management brochure

CCM for Credit Unions

Member communications from an expert service provider.

Doxim Client Onboarding brochure

CEM for Credit Unions and Banks

A purpose-built suite of solutions – with modules for both in-branch and self-serve, for retail and business customers.

5 Ways Personalized Video Optimizes Onboarding in Wealth Management

Commercial Loan Origination

End-to-end management of new loans and annual review.

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