Doxim CRM: Product updates, Customer stories, and Insights | 2026 Cuspera

Doxim helped CU achieve a return on investment in just 10 months. CU used Doxim's customer communications management and engagement technology. The solution improved customer engagement and reduced c...osts. Doxim's software provided omnichannel communications and payment solutions. CU saw fast results with increased efficiency and better customer experience.
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Doxim CRM helped Conexus Credit Union boost member satisfaction and efficiency. After a strategic rollout and inclusive planning, staff saw a big jump in Net Promoter Score (NPS). Training included o...nline modules and champion-led sessions. Teams from all business lines joined the process. Staff now suggest new features, and yearly upgrades are planned.
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Doxim eStatement helped PenFinancial Credit Union boost eStatement adoption by 45%. In just three months, adoption rose 27%. After one year, 66% of members used eStatements. PenFinancial cut postage ...and mail costs by over 70%. Staff now respond faster to member requests with easy online access to statements. Targeted marketing messages on statements replaced costly inserts.
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Doxim's Customer Communications Management solution helped Aviso Wealth move to a single service provider. This change made customer communications easier and more efficient. Aviso Wealth wanted to i...mprove operations and customer experience. The new system gave them integrated, omnichannel communications. The case shows how Doxim supports financial services with better communication tools.
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Doxim helps Conexus Credit Union improve member experience. Members do not have to repeat themselves when interacting with the credit union. Doxim's customer communications management and engagement ...technology supports this seamless service. The solution addresses digitization and operational efficiency challenges. Conexus Credit Union benefits from better customer engagement and streamlined processes.
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Doxim Email Marketing helped InFirst Federal Credit Union reach members across the US. Traditional marketing was too costly and did not work well for their spread-out members. With Doxim, InFirst sta...rted an email onboarding process for new members. This led to a 24% increase in deposit accounts and a 190% rise in loan accounts. They also cut their marketing budget by 40%. Members became more satisfied and aware of services.
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