Webinars - Upcoming and On-Demand

How to Communicate With Customers in a Digital Branchless RealityTuesday, October 6 at 2pm ET

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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

Engage customers with data-driven, personalized design and targeted messaging

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In this webinar we will discuss:

1. Appreciate how consumer and customer expectations for engagement have changed;

2. See how a bill redesign can change the landscape of your customer connection;

3. Learn how to focus on your customer with data you already have. Summary Today, utilities are challenged with competitors that aren’t just other utilities.

As your customers expect more interaction with their utilities, how can you keep up? Learn about Utilitec’s solutions for customer engagement and how Fayetteville Public Works leveraged their data during a redesign to increase their connection to their customers and tell the right story to the right member at the right time.

Guest Speaker: Bevan Grice, Dir, Customer Service, Fayetteville Public Works Commission Moderated by: Allie Bunch, Mgr. Customer Solutions, Utilitec Erin Romo, Dir, Customer Solutions, Utilitec

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


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.


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.


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.


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.


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.


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.