Doxim Announces its Next Generation Platform for Customer Communications
From print to digital, Doxim CCM will be the first integrated SaaS technology platform designed to support the entire lifecycle for personalized omni-channel customer communications Detroit, July 29th, 2020 – Doxim (www.doxim.com), the leading customer communications management (CCM) and engagement…
eBook: Discover 10 key steps that will maximize the performance of your email marketing programs
Email marketing is an essential part of every financial marketer’s toolkit. But without the right focus, research and tools, you are likely to miss out on the success that your competitors are already enjoying. Stop sending underperforming email! How? This…
eBook: Discover the 3 critical phases in digital onboarding that lead to a superior client experience
Client onboarding is a major moment of truth for your firm. The experience you create during this period for your high-net-worth clients will dictate the course of your future interactions. You need to efficiently deliver required documents and branded content,…
eBook: 3 Ways Financial CRM Drives Growth For Banks And Credit Unions
When evaluating CRM solutions, don’t overlook the importance of industry focus! CRM that is purpose-built for banks and credit unions includes pre-built support for industry-specific processes, workflows, and integrations, so you can rapidly and affordably achieve the sales, marketing, and…
eBook: 5 Steps To Successful CRM Implementation
This short guide is designed to help you explore strategies for success in implementing CRM at your credit union. You will find straightforward advice on 5 basic steps that your CRM implementation and champion team should follow in order to…
eBook: Accelerate Your Loan Portfolio Growth
Uncover Fresh Strategies to Grow Your Home Lending Portfolio. Outstanding mortgage debt has topped 14 trillion dollars, according to figures from the Federal Reserve. Are you looking for ways to increase your share of this lucrative industry? Your existing customers…
eBook: Building A Profitable Onboarding Program
One of the best ways you can increase both customer loyalty and wallet share is with an onboarding program during the first few months of the customer relationship. This new playbook will tell you everything you need to know about…
eBook: Engaging Customers In The Moment To Build Relationships For Life
Being part of your customers’ financial journey is key to knowing where, when, and how to market to them, and how to drive their financial well-being while earning more of their wallet share. So why isn’t your customers’ wallet share…
CRM Vendor Selection Checklist
Free vendor selection tool: Evaluate how well equipped a CRM vendor is to meet your credit union’s needs. CRM can be the secret to financial growth, customer satisfaction,and operational streamlining at your credit union. But to achieve these goals, you…
eBook: The Customer Experience Gap
Customer experience gap is real. Learn how your financial institution can turn this threat into a competitive advantage. Community financial institutions are facing unprecedented challenges. On one side you’re being squeezed by big banks with deep pockets and on the…