Real-World Case Studies and Customer Success Stories with Doxim Customer Communications Management

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 Customer Communications Management helped Encompass Credit Union improve member statements. The platform made statements clearer and easier to read.... Encompass Credit Union wanted to give members better information. Doxim's CCM solution delivered a better experience for members. The credit union saw improved satisfaction with their statements.
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Doxim's Customer Communications Management (CCM) platform helped a leading Canadian-based global financial institution improve secure electronic communications. The bank serves... over 11 million clients worldwide. 8 million users enrolled in Doxim CORE360 for communications. 2.4 million users get at least one message each month. Doxim CCM supports statements, payment confirmations, alerts, email, SMS, and voice response.
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Doxim Email Marketing helped InFirst Federal Credit Union boost cross-sell efforts. The credit union needed a cost-effective way to reach... members across the U.S. Traditional marketing was too expensive and not effective. With Doxim, InFirst grew deposit accounts by 24% and loan accounts by 190%. They also cut their marketing budget by 40%.
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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 online 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 helped Your Credit Union save money with eStatements. The credit union improved member service by switching to digital statements.... This change reduced costs for the organization. Members now get faster access to their statements. The solution made operations more efficient for the credit union.
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PenFinancial used Doxim eStatements to cut costs. The bank switched from paper to digital statements. This move saved money and... reduced paper use. Customers got faster access to their statements. The process became easier for staff. PenFinancial improved service and efficiency with Doxim.
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InFirst Federal Credit Union used Doxim email marketing to boost cross-sell efforts. The credit union wanted to reach more members... with targeted offers. Doxim helped them send personalized emails to the right people. This improved member engagement and increased product adoption. The solution made it easier to track results and adjust campaigns quickly.
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Doxim helped Conexus Credit Union improve member experience. Members no longer have to repeat their information. The solution streamlined communication... and reduced frustration. Staff can now access member data quickly. This led to faster service and happier members. The credit union saw better engagement and satisfaction.
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Doxim CCM helped a top 5 Canadian bank improve secure electronic communications. The bank needed a way to send sensitive... information safely to customers. Doxim's solution provided secure delivery and compliance with regulations. The bank now sends electronic documents with confidence. Customers get important information quickly and securely.
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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 Email Marketing helped InFirst Federal Credit Union boost cross-sell success. The credit union used automated onboarding emails to reach... new members across the US. In the first three months, 18% of new members added a product or service. Deposit accounts grew by 24% and loan accounts nearly doubled. InFirst also cut its marketing budget by 40%.
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Doxim Document Imaging helped Westminster Saving Credit Union's WS Leasing cut annual storage costs by over $26,000. The company faced... rising expenses and space issues from storing paper lease documents. Doxim's solution enabled fast, easy access to digital files and improved customer service. The project delivered ROI in under ten months and reduced hard copy filing needs by at least 80%. Staff productivity increased as misfiled and lost documents were eliminated.
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Doxim automated statement processing for Your Credit Union. Manual work was slow and caused member complaints. After switching to Doxim... eStatements, 94% of members opted in. Printing costs dropped by over 70% and postage by 80%. Staff now handle requests faster and members get statements quickly. The credit union also uses enhanced statements for targeted marketing.
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Conexus Credit Union used Doxim CRM to unify member data across 50+ locations. Staff received targeted training, leading to better... conversations and improved service. The CRM rollout made it easier for members, who no longer had to repeat information. Net Promoter Score rose sharply after the new system and training. Referral processes and member satisfaction also improved.
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Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption by 27% in three months. After one year, 66% of members... used eStatements, saving over 70% in postage and mail costs. Staff found it easier to access and respond to member inquiries. The solution also supported PenFinancial’s environmental goals. Targeted marketing on statements further improved member engagement.
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Doxim CCM helped a top 5 Canadian bank deliver secure digital communications to 8 million users. The bank needed a... single platform for all business lines to send statements, alerts, and confirmations. Doxim CCM enabled email, SMS, and voice messaging, integrating with online banking. The bank now processes 250 million documents annually through Doxim. This reduced costs, improved customer satisfaction, and unified communications.
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Doxim helped G&F Financial Group go paperless across 13 branches. The credit union used Doxim’s Enterprise Content Manager and Document... Imaging tools to digitize member and loan files. Staff can now access documents quickly, improving member service and efficiency. The project finished a year ahead of schedule in some areas. G&F reduced its carbon footprint and expects savings on storage and printing.
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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 improve 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 eStatements helped PenFinancial cut costs. The credit union used eStatements to replace paper statements. This move led to significant... savings. The case study highlights the benefits of digital document delivery for financial services.
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Doxim's enterprise client onboarding application helped Worldsource Securities boost advisor productivity. The solution streamlined onboarding, reducing manual paperwork and errors.... Advisors now spend less time on administration and more on client service. The platform improved compliance and client satisfaction. Worldsource Securities delivers faster, more accurate onboarding for its clients.
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Doxim Customer Communications Management (CCM) helped a leading U. S. mortgage servicer gain full control over their file production process....The company needed a solution to manage complex customer communications. Doxim CCM provided tools for better oversight and efficiency. The mortgage servicer improved their workflow and communication management. No specific metrics or customer quotes are mentioned.
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Doxim CCM helped a leading U. S. mortgage servicer gain full control over its file production process. The company needed...a solution to manage complex document workflows. Doxim CCM provided tools for better oversight and efficiency. The mortgage servicer improved its document management and streamlined operations. This led to more reliable and timely communications with customers.
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Doxim helped CUPs improve member statements for Encompass Credit Union. The solution made statements easier to read and more engaging.... CUPs saw better communication with members. The project improved the member experience. Doxim’s platform supported compliance and branding needs.
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Worldsource Securities used Doxim's enterprise client onboarding application. The goal was to improve advisor productivity and deliver better client service.... The solution helped streamline onboarding for new clients. Advisors could spend more time with clients and less on paperwork. The company saw faster onboarding and improved client satisfaction.
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Aviso Wealth moved to a single service provider with Doxim. The transition was easy and smooth. Doxim helped Aviso Wealth... simplify their operations. The company now manages services through one partner. This change improved efficiency for Aviso Wealth. The case highlights benefits of consolidating service providers in financial services.
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Doxim helped Aviso Wealth, a national wealth management firm, move to a single service provider for statement composition, delivery, and e-presentment. Aviso Wealth saw... a seamless transition, with no disruption to clients and exact replication of previous statements. Early results included 10-15% cost savings and statements delivered 3-4 days faster. More clients now choose electronic documents over print. Doxim’s platform also supports future growth and statement redesign.
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Doxim's interactive video platform helped AFP Habitat, one of Chile's largest pension funds, boost member engagement. AFP Habitat replaced paper... statements with personalized video pension statements for 2 million members. The videos used customer data to explain pension details and encourage additional contributions. As a result, 74% of viewers watched the entire video and 90% reported higher satisfaction and understanding. The solution increased conversions and improved customer education.
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Doxim Client Onboarding helped Worldsource Securities automate their account opening process. Manual paperwork and errors slowed advisors and increased costs.... With Doxim, over 1,000 questions and 175 business rules are automated. Advisors now open accounts quickly and track status in real time. Printing and shipping costs dropped. Advisors spend less time on forms and more time with clients. Adoption was fast, with training for all staff. Worldsource plans to expand with more digital tools from Doxim.
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Doxim helped Fayetteville Public Works Commission (PWC) redesign their billing system. The new system used data-driven, personalized design and targeted... messaging. This improved customer engagement and satisfaction. PWC saw better communication with their customers. The project focused on utility billing and customer experience.
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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's Electronic Bill Presentment & Payment Solution helped Louisville Water Company improve customer satisfaction by offering more convenient bill payment options. The utility faced... issues with its previous payment provider, including poor communication and account reconciliation problems. Doxim provided a new payment platform with online, IVR, and kiosk channels, plus enhanced reporting. Employees now track billing and reconciliation more easily. Customers benefit from multiple payment choices and a better experience.
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Doxim helped Fayetteville Public Works Commission redesign its utility bills for 135,000 customers. The new bills use color coding, targeted... messaging, and clear graphics to make charges easier to understand. This change led to a 15% drop in call center contacts. PWC now sends more relevant, segmented messages and includes a monthly newsletter. Customers and staff report better satisfaction and faster issue resolution.
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Doxim helped the City Of Olathe, KS, launch a rapid-response payment arrangement program during the pandemic. The city needed a... fast solution to support residents facing financial hardship. Doxim delivered a payment platform that enabled flexible arrangements. This helped the city respond quickly to community needs. The program improved payment management for both the city and its residents.
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Doxim helped the City of Olathe, KS, launch a rapid-response payment arrangement program during the pandemic. The city needed a... way to support residents facing financial hardship. Doxim's solution enabled quick setup of flexible payment plans. This helped residents manage utility bills during a difficult time. The program was delivered fast to meet urgent needs.
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Level One, a Doxim company, helped the City of Olathe launch a rapid payment arrangement program during the COVID-19 pandemic. The city needed... a fast solution for residents struggling to pay utility bills. Doxim enabled self-service enrollment and updated billing, reducing manual work for staff. Nearly 600 customers joined the program, with 83% honoring their payment plans. Customer satisfaction stayed high, and call volumes returned to normal.
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