7 Benefits of a Dynamic, Personalized Welcome Kit That Gets Results
Table of Contents Welcome Kits Reduce Disenrollment Rates by Improving Loyalty Welcome Kits Create a Memorable First Impression for Members Use Highly Personalized Information to Build Support for the Member Welcome Kits Empower Omnichannel Communications for a Truly...
Boosting Operational Efficiency in Credit Unions Amid Rising Expenses
An 8-Step Checklist to Help Credit Unions Manage Costs and Enhance Customer Communications Management (CCM) Operational inefficiencies and rising costs have begun to impact credit unions—big time. According to Callahan & Associates’ analysis of 2024’s...
Credit Unions & Mortgage Brokers: A Practical Guide to Executing a Broker Channel Strategy
Table of Contents Doxim’s Co-Development Initiative and Market Entry Paths for Credit Unions Developing Broker Relationships in Your Region Four Tactical Approaches Credit Unions Can Leverage Targeted Outreach Strategic Broker Marketing Rate Communication Strategies...
Building Strong Connections Through Personalized Customer Communication
Every financial institution strives to build strong relationships with its customers. And the strategy doesn’t have to be complicated! Building solid relationships comes down to four fundamental components: active listening, consistency in customer communications,...
Generate “Net New” Net Interest Margin (NIM): Why Canadian Credit Unions Should Consider A Loan Origination Solution to Leverage the Mortgage Broker Channel
Doxim’s Loan Origination Solution presents the most cost-effective expansion into the broker channel market and “net new” net interest margin (NIM) for credit unions The Canadian housing market continues to evolve in 2024, with notable trends...
Direct Mail Isn’t Dead: Managing Costs and Enhancing Customer Communication
Digital Marketing is King, But Don’t Forget About the Power of Direct Mail Over the past five years, many financial institutions have put in the work to “make the shift,” investing heavily in digital technologies from back-end systems to marketing platforms. But in...
Hidden in Plain Sight: The Many Benefits of Statement Marketing Campaigns
How Statement Marketing Campaigns Grow Wallet Share in Financial Services Today’s customers are bombarded with marketing messages every single day, with few getting noticed or even remembered. So, what’s the best way to market to existing customers and grow wallet...
Client Engagement Best Practices: Don’t Let Gen Z Ignore You – Why Your Digital Services, “Print for Pixels” Are Not Working
In today’s digital age, capturing Generation Z’s attention has become a crucial challenge for businesses across various industries. Although the CCM world continues to evolve with industry trends, dissatisfaction remains with digital client communications. Too...