Doxim to offer credit unions an exclusive preview of new, purpose-built CRM

Half-hour demo will outline how this technology can be used to digitize key customer touchpoints

TORONTO, ON (October 24, 2017) — Doxim (, 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.

About Doxim

Doxim is a leading provider of SaaS-based customer engagement software for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty. Find out more at


Sean O’Donovan,
Chief Marketing Officer

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