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 Playbook 

Five proven strategies to improve the financial customer experience while cutting costs

Making the Most of Every Opportunity: Leveraging Regulatory Communications for Better Engagement

In uncertain financial times, you are seeking ways to control your operational costs. But you recognize that to grow, your financial organization must maintain a focus on superior CX and engagement.

To balance these imperatives, you need a technology enabled customer communication strategy that sets your financial organization up for success, with the future-oriented, flexible, and secure infrastructure you need to meet changing customer expectations. Read this playbook and uncover 5 proven strategies to leverage technology to enhance your customer experience – without breaking the bank.

Key Take-aways:

■ The importance of mapping customer journeys, and how to get started

■ How to increase digital adoption rates for statements and bills

■ The cross-organizational value of a single view of the customer

■ How personalization can drive ROI across channels

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.

About Doxim:

Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs. Our software and technology-enabled managed services address key digitization, operational efficiency, and customer experience challenges through a suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.

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