New release of Doxim CRM for community financial institutions transforms customer and staff experience

Purpose-built CRM for banks and credit unions creates an unmatched, complete view of customer and empowers staff to drive growth through effective conversations

TORONTO, ON (October 5, 2017) — Doxim (, a leading provider of customer engagement software for financial service organizations, today announced a new release of its CRM system for banks and credit unions. This release features new and optimized workflows, improved, mobile-responsive UI, integrated campaign management capabilities, and delivers a unique ability to its users to get up and running quickly and cost-effectively with a solution based on decades of experience driving CRM adoption for community financial institutions.

“CEB, now Gartner research, shows that consumers that feel their bank helps them stay on track with their finances are 1.5x more likely to be loyal to that bank. To help customers manage their financial lives and drive growth, financial institutions need a unique view of each customer. This requires robust analytics that deliver insightful next steps whether the customer is at the branch, calling the contact center or using digital banking.”

Doxim CRM was developed for and in collaboration with community financial institutions to help them understand and manage customer data originating from multiple sources and conversations happening across multiple channels all in one place. With this purpose-built CRM, sales opportunities, service and support concerns, and responses to marketing campaigns all create a full picture of customer engagement, while a powerful business analytics solution turns this data into insights on the next best action to help grow wallet share.

This new release includes a campaign management console built right into the CRM, to facilitate targeted email marketing and centralized customer communication management, and provide the required data and technical capabilities to drive customer engagement. In addition to the full-featured SaaS CRM system, Doxim is now offering a new mobile app that will empower the financial institutions’ workforce and allow Relationship Managers to access important customer profile and portfolio information quickly and securely during off-site customer meetings.

“Transforming and unifying the customer experience is a top priority for financial services executives today,” said Chris Rasmussen, President and CEO of Doxim. “By continuing our focused investment into Doxim CRM, its new features and capabilities that help banks and credit unions address their customer engagement challenges, we are delivering an even more powerful and more user-friendly platform for the digital transformation that will help improve staff productivity, drive customer loyalty, and ensure our clients grow in today’s competitive market.”

Banks and credit unions that want a demonstration of the new release of Doxim CRM, including its new mobile app, enhanced UI and workflow capabilities, are encouraged to reach out to Doxim and book a personalized demo.

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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