Targeted Marketing Messages, Right on the Statement

Put Your Personalized Offers Where You Know They’ll Be Read

Your customers value their account statements, and they take the time to review them every month. Take advantage of this interest to improve the effectiveness of your marketing campaigns and reduce costs associated with pre-printed inserts by placing targeted, relevant 1:1 marketing messages directly onto statements in both printed and electronic formats. Turning your regulated communications into a vehicle for increased customer engagement is a fantastic way to boost your marketing revenue and improve your customers’ relationships with your organization.

Want to see how personalized statement marketing can increase your marketing ROI? Tell Me More

Client Success

Recognizing the changing nature of consumer engagement in financial services, Stride Credit Union had strategically re-positioned itself to review all areas of operations in an effort to intensely focus on an exceptional member experience... that’s when we uncovered how Doxim’s integrated engagement technologies could solve more of our needs than we anticipated!

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Now, customer documentation is now consistent with corporate branding. Changes can be made quickly, and customer information is stored in a secure, central location.

The pilot turned out to be a resounding success! We experienced immediate operational savings of over 26k per annum and a 10 month ROI. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments.  The interest is strong and I would anticipate that many other areas of the business will be looking to take advantage of this capability in the very near future.

We needed to have meaningful conversations with our members and a place to document those conversations. We wanted Conexus to be fully integrated and perfectly seamless with tools, systems, and information about members. Now we have a centralized place to document and capture interactions and next steps, improving the member experience and increasing sales.

We successfully rolled out CRM to over 1,100 users and eliminated 11 redundant systems which had been used to provide CRM functionality. We now have simpler and more consistent processes for recording member interactions and tracking referrals, which will allow us to provide a high quality advisory experience for our members, across all lines of business.

Doxim’s CRM and Analytics offerings also had all the features and functions we need to create targeted, multi-channel marketing communications that will reach our members where they live, work, and play...plus, Doxim has been our trusted statement solutions partner for over a decade, so we know we’ll be getting the service and support we need as we embark on this journey.

By using Doxim e-Brochures, UMassFive reduced its printing budget by 26% in just one year! Our staff has fully adopted Doxim e-Brochures because the system is easy to use and they can customize individual messages to our members, helping to build stronger relationships. We're seen e-Brochure average open rates of 49%, with a 23% click-through rate – much higher than conventional email.

I implemented and used Doxim Business Analytics for 4 years at First Ontario. I found the product to be extremely useful in providing the organization insights into member behavior and feedback as to the effect of various strategies and tactics. I would recommend the product for any analytic department wishing to have a robust tool to increase visibility into their organization.

Our credit union was looking for a data warehouse and the Doxim Business Analytics solution was a great fit. It allows you to access your data in a few clicks of a button. The solution helps alleviate the stress on IT resources to perform ad hoc reporting. The different cube views allows staff to perform "what if scenarios" which in turn helps make business decisions on campaigns and marketing. The staff at Doxim are responsive and help with any requests we have.

See Doxim Statement & Reporting in Action

Making the most of your transactional documents just got easier! Schedule a meeting with one of our experts to see how we can help you enhance customer service, increase customer loyalty, and even use document marketing zones to promote cross-sell/up-sell offers.

Questions? Our product specialists have answers. 1.866.475.9876