Webinars

Webinars - Upcoming and On-Demand

How to Build a Framework for Omnichannel Customer Communications

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It’s not easy to satisfy the demands of modern consumers who have high expectations and many choices. Your financial institution is expected to deliver communications to customers via their preferred channel, from print to digital, while supporting industry-specific regulatory requirements.

In an era where digital transformation is rapidly accelerating, leaders at financial institutions are prioritizing plans for customer experience. Like many institutions, your organization is considering or is already building out a strategy for omnichannel customer communications.

But where do you begin?

Join our panel of experts as we discuss how to lead these change imperatives at your own organization. What you will learn:

  • Why having a plan for digital transformation matters and how to begin this initiative
  • How to create a framework tailored to your organization’s individual needs
  • How to leverage customer communications management tools to deliver omnichannel personalized communications, which include business-critical documents.

How to Communicate With Customers in a Digital Branchless Reality

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2020 has radically reshaped customer behaviors and expectations. Banks and credit unions are scrambling to implement new strategies to increase customer loyalty and encourage repeat customers as more customers bank from home. Eager to know what works, and what doesn’t? Join Jim Marous and Doxim’s Olga Zakharenkava for a research-based primer on strategies that will move the needle for your organization.

What You’ll Learn:

  • Analysis of rapidly shifting trends in customer behavior and expectations
  • Insight and tips on providing exceptional CX without face-to-face interaction
  • A digital banking “reality check” on your digital readiness and the broader competitive landscape
  • Tools, strategies and technologies to prioritize to make branchless banking a reality, fast

Healthcare communication requirements – are you prepared?

Register for this two-part series

Today, more than ever, you need to ensure that your communications and documents are guaranteed to be delivered and in the required formats. To help ensure you are reaching your entire patient population consistently, Doxim has put together a two part webinar series addressing ADA Compliance for your digital communications and the importance of having a Business Continuity Partner for your print and digital communications.

Please join us for these important discussions.

Are Your Digital Communications ADA Compliant?

July 16, 2020 2PM EST

The Value of Securing a Business Continuity Partner for Your Print and Digital  Communications

July 28, 2020 2PM EST

ON-DEMAND WEBINARS

Virtual Launch: Take Banking Beyond the Branch

It’s time to move to a more digital, autonomous future and offer your consumers the experience they deserve with 24/7 banking from the comfort of their homes. We have just the right tool to make this a reality and complete your digital banking tech stack.

Join us on October 28th @ 2:00 PM EST as we launch Doxim’s New Self-Service Account & Loan Origination. See what makes this omnichannel, end-to-end paperless solution superior and how it can create a competitive advantage for your financial institution in the marketplace.

What you will learn about:

  • How to offer choice and convenience to your consumers by making omnichannel banking a reality
  • Must-have features to deliver an end-to-end digital experience that takes you from ID verification all the way to account funding.
  • What it takes to provide maximum compliance and fraud prevention without the friction
  • How to quickly re-engage abandoned applicants without using manual lists
  • Mistakes to avoid that can cost you digital conversions
  • How to leverage Doxim Self-Service origination to create low friction, digital-first journeys that significantly reduce digital abandonment rates

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Change Your Payment Solution Without Impacting Your Customers

It can be tempting to “stick with what you know” because of the impact change brings to your utility and to your customers. How do you initiate changing your payment solution without impacting your customers? Louisville Water Company has learned firsthand why you need to take the extra time and planning to ensure customers are not negatively impacted during a change. However, the conversion experience was not easy – they were able to get a fresh start with their payment processing and also discovered issues that they may have never known about. Learn from Louisville Water’s conversion experience and how Utilitec supported them through their project management skills and post-go-live support.

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Win the Expectations Battle – Creating Proactive, Omnichannel Member Relationships

Expectations in the digital age are escalating. Increasingly, consumers expect their credit union to know their needs and service them on their own terms. By capturing a comprehensive view of a household's holdings, sales and marketing interactions and support activities, Doxim Customer Relationship Management (CRM) can help you anticipate your members' needs - and create personal, engaging interactions across their journeys on any channel.

Watch this webinar as we discuss the best practices for implementing a CRM to meet member expectations in a data driven digital world.

WEBINAR ON-DEMAND

Marketer’s Journey to Successful Analytics Practice

Would you like to achieve what many credit unions struggle with - move from guesswork to science and roll out successful member insights-driven campaigns?

Learn how from your successful peers in a practical webinar run by CULytics.com, a credit union analytics community. Watch Adam Thome, the Member Insights Manager from Affinity Credit Union, as he describes his team’s journey to data-driven marketing and talks about their successes and future plans.

WEBINAR ON-DEMAND

How To Make Your Customer Communications More Member-Centric

Today, Customer Communication Management (CCM) technology has evolved to include multiple customer touchpoints, from account statements to email notifications, plus communications like text messages, Facebook links and hyperlinks from your online banking portal.

As your members move away from in-branch visits, these touchpoints are becoming some of the primary ways they interact with, and form opinions about, your brand. If they aren’t personal and relevant, your member relationships will suffer.

This webinar is hosted on the Callahan website.

WEBINAR ON-DEMAND

The Strategic Importance of CRM for Modern Customer Engagement

Watch the customer engagement leaders and trendsetters, Copperfin Credit Union and Westminster Savings Credit Union discuss their journeys to CRM (customer relationship management) success. You’ll learn the strategic imperatives behind their selection of CRM, tips and tricks for enterprise-wide adoption, and how the solution contributes to a more personal advisory experience for their customers across all the touchpoints that make up the modern banking experience.

WEBINAR ON-DEMAND

Is Your Lending Technology Future Ready?

Because loan origination software is a significant investment of time and money, it’s important to choose a tool that will meet the future demands of your growing financial institution. Join our solutions expert, Sean Kennelly, as he reveals the 3 pillars of lending technology required for a future-proof LOS.

WEBINAR ON-DEMAND

How to Execute a Digital Strategy to Support Changing Expectations

Join Jay Reed, CIO of Service 1st Credit Union, as he shares his CU’s approach to supporting the changing needs of different member groups, from baby-boomers to millennials. Christopher Danvers, Vice President Payments and Digital Services from American Airlines Credit Union will then share his organization’s approach to digital strategy, plus lessons learned on enhancing the mobile channel.

WEBINAR ON-DEMAND