Case Studies

Hundreds of banks, credit unions, wealth management firms and service providers partner with Doxim to redefine their customers’ experience. Read some of their stories here:

Wealth Management

After an easy transition to Doxim, Credential is already experiencing early benefits including 10-15% cost savings and SLAs that get statements out 3-4 business days earlier than its previous vendor managed.
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Learn how McLean & Partners implemented Doxim OpenAdvantage® to automate their client onboarding process, making the process quicker and improving the client experience for their high-net-worth clients.
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Worldsource Securities implemented the OpenAdvantage® client onboarding system in under two months, and nowtheir client onboarding process is so quick and easy that they demonstrate it to prospective advisors as a recruitment tool.
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A Large Independent Brokerage
This large independent brokerage used Doxim’s OpenAdvantage® client onboarding platform to quickly reduce NIGO rates to nearly zero while radically improving turnaround time and operational efficiency.
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A Leading Canadian Wealth Management Firm
Discover how Doxim’s OpenAdvantage® platform was used to automate a complex network of 1000 questions, 5 workflows, and 144 business rules, providing an exceptional onboarding experience across a large firm’s network of sub branches and branches.
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Credit Unions

Discover how Doxim CRM helped Conexus, Saskatchewan’s largest credit union, offer a seamless, consistently excellent member service experience across all channels and branches.
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G&F worked with Doxim to go paperless, helping the G&F Green Team meet their ambitious goals for Greenhouse Gas emission reduction. Their staff and members also enjoy the convenience of being able to access documents with a few clicks of a mouse.
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When issues with existing member statements were getting unmanageable, Wainwright Credit Union joined forces with CUPS and Doxim to redesign their statements using the Doxim statement processing platform. Learn how this redesign successfully eliminated member issues while offering the CU access to new integrated statement marketing and eStatement capabilities.
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Find out how Doxim’s easyCapture solution helped Westminster Credit Union realize immediate operational savings of over $26,000 per annum, faster and easier access to lease documentation for all staff members and improved customer service
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Your CU
When Your Credit Union realized manually compiling and delivering printed statements was no longer an option, they chose Doxim to help deploy their eStatement solution. Within three months of their “Going Green” launch, eStatement opt-in skyrocketed to an amazing 94%.
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After deploying Doxim eStatements, PenFinancial Credit Union realized results that were so impressive that we asked them to share their story. Read this case study to discover how PenFinancial achieved major cost savings while improving member access to eStatements and increasing staff efficiency.
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Partner Case Studies

Find out how Credit Union Payment Services’ (CUPS) partnership with Doxim has enabled CUPS to expand client offerings, build new business and significantly boost annual revenues.
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When Gilmore Global turned to Doxim for help securing a contract with North America’s number one competitive electricity and gas retailer, Doxim created a proof of concept that would provide CSRs with online access to customer bills and statements, and allow customers to view their invoices online.
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Find out how League Data uses Doxim Document Factory and Doxim ECM to provide their credit union clients with streamlined, online access to e-statements, check images and other documents.
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Doxim Partner Marketing Support Services: A Tailored Approach to Partner Marketing Programs
Find out how Doxim helps our Service Provider clients achieve more with our exceptional marketing support programs.
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