Doxim® (www.doxim.com)”), a leading provider of customer engagement and content management SaaS solutions for financial services organizations, today announced that SafeAmerica Credit Union has begun using Doxim’s statement solutions to provide attractive, easy to read regulatory documents to its valued members.
SafeAmerica’s new statements are created through Doxim’s advanced statement composition and processing services. Doxim’s pre-existing integration with the Corelation KeyStone core banking system makes this process seamless for the credit union, and reduces statement delivery timelines.
Doxim offers a full suite of statement composition and processing services, so the credit union expects to experience significant efficiencies from moving to a “one-stop shop” approach to statement production. Using the multi-channel Doxim solution, member documents will be simultaneously outputted to both print and electronic formats for online access via an intuitive interface and hosted securely in the cloud for 24/7 access.
“The Doxim team really understands the urgency of delivering industry-leading statements to our members,” said John Gracyalny, Vice President, Information Technology. “We’re a California credit union, so much of our member base has the Silicon Valley mindset of wanting the fastest, most modern and convenient service from their financial services provider. Doxim’s statement solutions will help us meet their expectations with easy to understand member communications, delivered securely, accurately, and through their preferred channel.”
“Account and credit card statements are more than regulatory documents. They are symbols of the trust that exists between a credit union and its members as well as an opportunity to engage members,” said Chris Rasmussen, President, and CEO of Doxim. “That’s why Doxim designed our statement solutions to support our customers’ current and future omnichannel communication strategy, and to help credit unions like SafeAmerica ensure that these important communications are delivered quickly, consistently, and reliably each and every time.”
Doxim is a leading provider of SaaS customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omnichannel customer experience that delights customers and improves their long-term loyalty. Doxim serves over 1,800 clients throughout North America. Find out more at www.doxim.com.
SafeAmerica is a $430 million community-chartered Credit Union. Originally chartered in 1953 to serve the employees of Safeway Inc., SafeAmerica operates in Northern California principally in the San Francisco Bay Area with branches in Pleasanton, Walnut Creek, Antioch, and Hayward. SafeAmerica serves the California counties of Alameda, Contra Costa, San Mateo, and Santa Clara as well as numerous employer groups. SafeAmerica Union is a privately insured, not-for-profit, full-service financial instruction that offers the same types of products and services as large banks. For more information, visit safeamerica.com.
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