Doxim (www.doxim.com), a leading provider of customer engagement software for financial service organizations, today announced an upcoming product webinar showcasing its purpose-built CRM for banks and credit unions.
Developed for and in collaboration with financial institutions, Doxim CRM is designed to be a central repository for member data originating from multiple sources and conversations happening across multiple channels. Within this purpose-built CRM, sales opportunities, service and support concerns, and responses to marketing campaigns all create a full picture of member engagement, while a powerful business analytics solution turns this data into insights on the next best action to help grow wallet share.
Webinar attendees will get a look at all the software’s essential benefits, including new and optimized workflows, an improved, mobile-responsive UI, and an integrated campaign management console to facilitate targeted email marketing and centralized member communication management.
The webinar will also include a sneak peek at a new Doxim CRM mobile app that will allow Relationship Managers to access important member profile and portfolio information quickly and securely during off-site customer meetings.
Credit union leaders who wish to learn more about the benefits of Doxim CRM are encouraged to reach out to Doxim and register for the webinar.