As 2018 draws to a close, credit union leaders are looking ahead and charting a path for their organizations through a rapidly changing industry. If you are among them, you may be asking yourself questions [...]
Credit unions are often concerned about how to ensure success during CRM implementation. They are right to have reservations since statistics suggest an average 30-70% failure rate on CRM projects. Ouch! Those are scary stats [...]
Many organizations think of CRM solutions as just an analytical tool for marketers or an account management tool for service departments… But, in fact, the right CRM can help you achieve organization-wide operations and compliance [...]
Studies indicate that the ROI on a CRM system can be as high as $8.70 per dollar spent (Nucleus Research, 2014). That’s a pretty impressive return on investment for a technology solution, and [...]
Just kidding! There’s no such thing as a Frictionless Customer Journey. If you’re reading this because of the implicit promise in the title, then you’ve fallen for an age-old marketer’s tactic; [...]
Recently, members of the Doxim team had the opportunity to attend the 10th annual Celero Fintech Conference in beautiful Whistler BC. At the event, Doxim showcased our CRM and ECM offerings, plus our new Commercial [...]
As a leading statement solutions vendor, we’ve had the opportunity to talk to hundreds of credit unions like yours as they prepare to embark on statement redesign projects. These organizations have recognized that they [...]
Your monthly statements do a lot of heavy lifting, and due to regulatory changes and ever-growing consumer expectations, they now have to include more data than ever before. So, it makes sense to sit down [...]
Being part of your members’ financial journey is key to knowing where, when, and how to market to them. The traditional marketing funnel is dead, and successful selling increasingly depends on being an integrated part [...]
Managing member relationships is the most important thing a credit union does every day. So why is it that many credit unions are still using the generic CRM provided with their banking systems, instead of [...]
The credit union industry today is undergoing unprecedented transformation, as both the behaviors of existing members and the demographics of prospective members shift. Baby boomers are retiring, beginning to draw down on their investments, and [...]
What sets the fastest-growing credit unions apart from the rest? Increasingly, the answer lies in how they use their data. These institutions know that integrated member insights are a necessary first step for better timed [...]
Today’s credit union members have very different expectations of your credit union than their predecessors. They are pressed for time, tech-focused, and expect a fast, personal experience through their preferred channel at their convenience. [...]
Credit unions and banks want to provide a unified customer experience across all channels, locations, and lines of business. But this desire is often complicated by what’s going on behind the scenes and the [...]
Credit unions generate an enormous quantity of data on a day-to-day basis. But just having lots of data doesn’t bring your CU any closer to profitable growth. To get value from your ever-increasing stock [...]
