Real-World Case Studies and Customer Success Stories with Doxim CRM

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 costs. 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 CCM helped a top 5 Canadian bank send secure electronic communications. The bank needed a way to keep customer... information safe. Doxim provided a customer communications management solution. This made digital messages more secure. The bank improved how it talks to customers and kept data protected.
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Doxim email marketing helped InFirst Federal Credit Union improve their cross sell initiatives. The credit union used Doxim's customer engagement... technology. The solution aimed to increase customer engagement and revenue. Doxim provided omnichannel communications and payment solutions. The case highlights the use of SaaS software for operational efficiency.
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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 Statements & Reporting helped Your Credit Union automate statement processing. Staff spent less time on manual tasks and members... got statements faster. Member complaints about delivery times dropped. eStatement adoption rose to 94% after a "Going Green" campaign. Printing costs fell by over 70% and postage costs by 80%. Staff now handle requests much faster and use less storage space.
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Doxim Document Imaging helped WS Leasing, a subsidiary of Prospera Credit Union, solve its paper storage problem. The company faced... high costs and space issues with storing lease documents. Doxim's solution made it easy to scan and access documents online. WS Leasing saved over $26,000 per year and cut hard copy filing by at least 80%. Staff found documents faster, improving customer service. The project delivered a return on investment in less than ten months.
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Doxim CCM helped a top 5 Canadian bank manage secure electronic communications for over 8 million users. The bank needed... a single, scalable platform for all business lines. Doxim CCM delivered statements, payment confirmations, alerts, and notifications by email, SMS, and voice. The bank now processes 250 million documents yearly through Doxim CCM. The solution improved customer satisfaction and reduced costs by consolidating communications.
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Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption and cut costs. The credit union wanted to improve member service... and reduce paper statement expenses. Doxim integrated eStatements with their banking portal and ran a strong marketing campaign. In one year, eStatement adoption rose to 66%. PenFinancial saved over 70% on postage and mail costs. Staff now respond faster to member requests and members access statements online easily.
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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 started 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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Doxim’s Enterprise Content Manager and Document Imaging helped G&F Financial Group go paperless. G&F wanted to cut its carbon footprint... and improve member service. The old system was slow and inefficient. With Doxim, staff scan and access documents much faster. The project finished a year ahead of schedule in some areas. G&F now saves money on storage and printing, and members get faster service.
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Doxim CRM helped Conexus Credit Union fix fragmented member experiences caused by multiple mergers. Staff often struggled to share member... information, leading to repeated questions and lost opportunities. Conexus rolled out Doxim CRM across all branches and trained employees with a new program. Now, staff can have better conversations with members and record important details. This improved the member experience and made service more seamless across the credit union.
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Doxim’s Enterprise Content Manager and Document Imaging helped G&F Financial Group go paperless. G&F wanted to cut its carbon footprint... and improve member service. The old system was slow and inefficient. With Doxim, staff scan and access documents much faster. The project finished a year ahead of schedule in some areas. G&F now saves money on storage and printing, and members get faster service.
Show More..

Doxim CRM helped Conexus Credit Union fix fragmented member experiences caused by multiple mergers. Staff often struggled to share member... information, leading to repeated questions and lost opportunities. Conexus rolled out Doxim CRM across all branches and trained employees with a new program. Now, staff can have better conversations with members and record important details. This improved the member experience and made service more seamless across the credit union.
Show More..

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 costs. Doxim's software provided omnichannel communications and payment solutions. CU saw fast results with increased efficiency and better customer experience.
Show More..

Doxim CCM helped a top 5 Canadian bank send secure electronic communications. The bank needed a way to keep customer... information safe. Doxim provided a customer communications management solution. This made digital messages more secure. The bank improved how it talks to customers and kept data protected.
Show More..

Doxim email marketing helped InFirst Federal Credit Union improve their cross sell initiatives. The credit union used Doxim's customer engagement... technology. The solution aimed to increase customer engagement and revenue. Doxim provided omnichannel communications and payment solutions. The case highlights the use of SaaS software for operational efficiency.
Show More..

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.
Show More..

Doxim Statements & Reporting helped Your Credit Union automate statement processing. Staff spent less time on manual tasks and members... got statements faster. Member complaints about delivery times dropped. eStatement adoption rose to 94% after a "Going Green" campaign. Printing costs fell by over 70% and postage costs by 80%. Staff now handle requests much faster and use less storage space.
Show More..

Doxim Document Imaging helped WS Leasing, a subsidiary of Prospera Credit Union, solve its paper storage problem. The company faced... high costs and space issues with storing lease documents. Doxim's solution made it easy to scan and access documents online. WS Leasing saved over $26,000 per year and cut hard copy filing by at least 80%. Staff found documents faster, improving customer service. The project delivered a return on investment in less than ten months.
Show More..

Doxim CCM helped a top 5 Canadian bank manage secure electronic communications for over 8 million users. The bank needed... a single, scalable platform for all business lines. Doxim CCM delivered statements, payment confirmations, alerts, and notifications by email, SMS, and voice. The bank now processes 250 million documents yearly through Doxim CCM. The solution improved customer satisfaction and reduced costs by consolidating communications.
Show More..

Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption and cut costs. The credit union wanted to improve member service... and reduce paper statement expenses. Doxim integrated eStatements with their banking portal and ran a strong marketing campaign. In one year, eStatement adoption rose to 66%. PenFinancial saved over 70% on postage and mail costs. Staff now respond faster to member requests and members access statements online easily.
Show More..

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 started 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.
Show More..

Doxim’s Enterprise Content Manager and Document Imaging helped G&F Financial Group go paperless. G&F wanted to cut its carbon footprint... and improve member service. The old system was slow and inefficient. With Doxim, staff scan and access documents much faster. The project finished a year ahead of schedule in some areas. G&F now saves money on storage and printing, and members get faster service.
Show More..

Doxim CRM helped Conexus Credit Union fix fragmented member experiences caused by multiple mergers. Staff often struggled to share member... information, leading to repeated questions and lost opportunities. Conexus rolled out Doxim CRM across all branches and trained employees with a new program. Now, staff can have better conversations with members and record important details. This improved the member experience and made service more seamless across the credit union.
Show More..

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 costs. Doxim's software provided omnichannel communications and payment solutions. CU saw fast results with increased efficiency and better customer experience.
Show More..

Doxim CCM helped a top 5 Canadian bank send secure electronic communications. The bank needed a way to keep customer... information safe. Doxim provided a customer communications management solution. This made digital messages more secure. The bank improved how it talks to customers and kept data protected.
Show More..

Doxim email marketing helped InFirst Federal Credit Union improve their cross sell initiatives. The credit union used Doxim's customer engagement... technology. The solution aimed to increase customer engagement and revenue. Doxim provided omnichannel communications and payment solutions. The case highlights the use of SaaS software for operational efficiency.
Show More..

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.
Show More..

Doxim Statements & Reporting helped Your Credit Union automate statement processing. Staff spent less time on manual tasks and members... got statements faster. Member complaints about delivery times dropped. eStatement adoption rose to 94% after a "Going Green" campaign. Printing costs fell by over 70% and postage costs by 80%. Staff now handle requests much faster and use less storage space.
Show More..

Doxim Document Imaging helped WS Leasing, a subsidiary of Prospera Credit Union, solve its paper storage problem. The company faced... high costs and space issues with storing lease documents. Doxim's solution made it easy to scan and access documents online. WS Leasing saved over $26,000 per year and cut hard copy filing by at least 80%. Staff found documents faster, improving customer service. The project delivered a return on investment in less than ten months.
Show More..

Doxim CCM helped a top 5 Canadian bank manage secure electronic communications for over 8 million users. The bank needed... a single, scalable platform for all business lines. Doxim CCM delivered statements, payment confirmations, alerts, and notifications by email, SMS, and voice. The bank now processes 250 million documents yearly through Doxim CCM. The solution improved customer satisfaction and reduced costs by consolidating communications.
Show More..

Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption and cut costs. The credit union wanted to improve member service... and reduce paper statement expenses. Doxim integrated eStatements with their banking portal and ran a strong marketing campaign. In one year, eStatement adoption rose to 66%. PenFinancial saved over 70% on postage and mail costs. Staff now respond faster to member requests and members access statements online easily.
Show More..

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 started 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.
Show More..

Doxim helped Aviso Wealth move to a single service provider. The transition was easy. Doxim offers customer communications management and... engagement technology. Their solutions help financial services companies improve customer engagement and reduce costs. Aviso Wealth benefited from Doxim's integrated SaaS software and managed services.
Show More..

Doxim helped PenFinancial save money with eStatements. PenFinancial used Doxim's customer communications management solution. The solution improved efficiency and reduced... costs. PenFinancial saw significant savings by switching to eStatements. The case highlights benefits for financial services using Doxim's technology.
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Doxim helped Worldsource Securities improve advisor productivity. The solution also enhanced client service. Doxim provides customer communications management and engagement... technology. The focus is on regulated markets like financial services. The case highlights better efficiency and customer experience.
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Doxim Client Onboarding helped Worldsource Securities Inc. automate their account opening process. Before, manual paperwork caused delays, errors, and high... costs. With Doxim, advisors now use a web-based system that pre-populates forms and checks for errors. Accounts open faster, and advisors see real-time status updates. The company cut costs for printing and shipping forms. The new system improved advisor productivity and client service.
Show More..

Doxim helped Aviso Wealth move to a single service provider for statement creation, e-presentment, and document delivery. Aviso Wealth wanted... to simplify its vendor network and improve client experience. Doxim provided print, SaaS e-presentment, archiving, and eNotification services. The transition was smooth, with no disruption to clients. Aviso Wealth saw 10-15% cost savings and statements delivered 3-4 days faster. More clients now choose electronic documents over paper.
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Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, replace paper statements with personalized video statements. The videos used... customer data to create a unique experience for each of their 2 million members. 74% of viewers watched the entire video, and 90% reported higher satisfaction and better understanding of their pension. The solution increased engagement, conversions, and member retention by making pension information easy to understand and act on.
Show More..

Doxim helped Aviso Wealth move to a single service provider for statement creation, e-presentment, and document delivery. Aviso Wealth wanted... to simplify its vendor network and improve client experience. Doxim provided print, SaaS e-presentment, archiving, and eNotification services. The transition was smooth, with no disruption to clients. Aviso Wealth saw 10-15% cost savings and statements delivered 3-4 days faster. More clients now choose electronic documents over paper.
Show More..

Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, replace paper statements with personalized video statements. The videos used... customer data to create a unique experience for each of their 2 million members. 74% of viewers watched the entire video, and 90% reported higher satisfaction and better understanding of their pension. The solution increased engagement, conversions, and member retention by making pension information easy to understand and act on.
Show More..

Doxim helped Aviso Wealth move to a single service provider. The transition was easy. Doxim offers customer communications management and... engagement technology. Their solutions help financial services companies improve customer engagement and reduce costs. Aviso Wealth benefited from Doxim's integrated SaaS software and managed services.
Show More..

Doxim helped PenFinancial save money with eStatements. PenFinancial used Doxim's customer communications management solution. The solution improved efficiency and reduced... costs. PenFinancial saw significant savings by switching to eStatements. The case highlights benefits for financial services using Doxim's technology.
Show More..

Doxim helped Worldsource Securities improve advisor productivity. The solution also enhanced client service. Doxim provides customer communications management and engagement... technology. The focus is on regulated markets like financial services. The case highlights better efficiency and customer experience.
Show More..

Doxim Client Onboarding helped Worldsource Securities Inc. automate their account opening process. Before, manual paperwork caused delays, errors, and high... costs. With Doxim, advisors now use a web-based system that pre-populates forms and checks for errors. Accounts open faster, and advisors see real-time status updates. The company cut costs for printing and shipping forms. The new system improved advisor productivity and client service.
Show More..

Doxim helped Aviso Wealth move to a single service provider for statement creation, e-presentment, and document delivery. Aviso Wealth wanted... to simplify its vendor network and improve client experience. Doxim provided print, SaaS e-presentment, archiving, and eNotification services. The transition was smooth, with no disruption to clients. Aviso Wealth saw 10-15% cost savings and statements delivered 3-4 days faster. More clients now choose electronic documents over paper.
Show More..

Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, replace paper statements with personalized video statements. The videos used... customer data to create a unique experience for each of their 2 million members. 74% of viewers watched the entire video, and 90% reported higher satisfaction and better understanding of their pension. The solution increased engagement, conversions, and member retention by making pension information easy to understand and act on.
Show More..

Doxim helped Aviso Wealth move to a single service provider. The transition was easy. Doxim offers customer communications management and... engagement technology. Their solutions help financial services companies improve customer engagement and reduce costs. Aviso Wealth benefited from Doxim's integrated SaaS software and managed services.
Show More..

Doxim helped PenFinancial save money with eStatements. PenFinancial used Doxim's customer communications management solution. The solution improved efficiency and reduced... costs. PenFinancial saw significant savings by switching to eStatements. The case highlights benefits for financial services using Doxim's technology.
Show More..

Doxim helped Worldsource Securities improve advisor productivity. The solution also enhanced client service. Doxim provides customer communications management and engagement... technology. The focus is on regulated markets like financial services. The case highlights better efficiency and customer experience.
Show More..

Doxim Client Onboarding helped Worldsource Securities Inc. automate their account opening process. Before, manual paperwork caused delays, errors, and high... costs. With Doxim, advisors now use a web-based system that pre-populates forms and checks for errors. Accounts open faster, and advisors see real-time status updates. The company cut costs for printing and shipping forms. The new system improved advisor productivity and client service.
Show More..

Doxim helped Fayetteville PWC use data-driven, personalized design and targeted messaging. The solution focused on customer communications management. Fayetteville PWC... improved customer engagement with Doxim's technology. The approach used omnichannel communications.
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Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems... for customers and staff, with poor support and hard account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.
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Doxim helped Fayetteville Public Works Commission redesign their utility bills for 135,000 monthly customers. The new bill design used color... coding, targeted messaging, and better graphics to make charges clear. PWC added a customer portal and IVR, reducing call center contacts by 15%. Segmented messages and a monthly newsletter made communications more personal. Customers found bills easier to understand, and CSRs could resolve issues faster.
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Level One, a Doxim company, helped the City of Olathe launch a rapid-response payment arrangement program during the COVID-19 pandemic. The city needed... a fast solution to help residents manage utility bills and avoid falling behind. Level One provided tools for self-service enrollment, clear communication, and digital contracts. The program was deployed in days, not weeks, thanks to Level One’s quick response and flexible approach. Early results showed improved customer understanding and reduced call center volume.
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Doxim helped Fayetteville Public Works Commission redesign their utility bills for 135,000 monthly customers. The new bill design used color... coding, targeted messaging, and better graphics to make charges clear. PWC added a customer portal and IVR, reducing call center contacts by 15%. Segmented messages and a monthly newsletter made communications more personal. Customers found bills easier to understand, and CSRs could resolve issues faster.
Show More..

Level One, a Doxim company, helped the City of Olathe launch a rapid-response payment arrangement program during the COVID-19 pandemic. The city needed... a fast solution to help residents manage utility bills and avoid falling behind. Level One provided tools for self-service enrollment, clear communication, and digital contracts. The program was deployed in days, not weeks, thanks to Level One’s quick response and flexible approach. Early results showed improved customer understanding and reduced call center volume.
Show More..

Doxim helped Fayetteville PWC use data-driven, personalized design and targeted messaging. The solution focused on customer communications management. Fayetteville PWC... improved customer engagement with Doxim's technology. The approach used omnichannel communications.
Show More..

Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems... for customers and staff, with poor support and hard account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.
Show More..

Doxim helped Fayetteville Public Works Commission redesign their utility bills for 135,000 monthly customers. The new bill design used color... coding, targeted messaging, and better graphics to make charges clear. PWC added a customer portal and IVR, reducing call center contacts by 15%. Segmented messages and a monthly newsletter made communications more personal. Customers found bills easier to understand, and CSRs could resolve issues faster.
Show More..

Level One, a Doxim company, helped the City of Olathe launch a rapid-response payment arrangement program during the COVID-19 pandemic. The city needed... a fast solution to help residents manage utility bills and avoid falling behind. Level One provided tools for self-service enrollment, clear communication, and digital contracts. The program was deployed in days, not weeks, thanks to Level One’s quick response and flexible approach. Early results showed improved customer understanding and reduced call center volume.
Show More..

Doxim helped Fayetteville PWC use data-driven, personalized design and targeted messaging. The solution focused on customer communications management. Fayetteville PWC... improved customer engagement with Doxim's technology. The approach used omnichannel communications.
Show More..

Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems... for customers and staff, with poor support and hard account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.
Show More..

Doxim helped the City of Olathe, KS, launch a rapid-response payment arrangement program during the pandemic. The city needed a... fast way to help residents manage payments. Doxim provided a solution for customer communications and payment management. This allowed the city to support residents quickly and efficiently. The program improved service delivery during a critical time.
Show More..

Doxim helped the City of Olathe, KS, launch a rapid-response payment arrangement program during the pandemic. The city needed a... fast way to help residents manage payments. Doxim provided a solution for customer communications and payment management. This allowed the city to support residents quickly and efficiently. The program improved service delivery during a critical time.
Show More..

Doxim helped the City of Olathe, KS, launch a rapid-response payment arrangement program during the pandemic. The city needed a... fast way to help residents manage payments. Doxim provided a solution for customer communications and payment management. This allowed the city to support residents quickly and efficiently. The program improved service delivery during a critical time.
Show More..