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Synergy FCU executives to speak at Doxim Illuminate Client Conference to explore changing field of customer engagement in financial services

Credit union’s CFO and Director of Marketing will share their vision for digital engagement using Doxim solutions

BROOMALL, PA (June 12, 2017) — Doxim (http://www.doxim.com), a leading provider of customer engagement software for the financial services industry, is pleased to announce that Synergy Federal Credit Union (FCU) executives will be speaking at the Doxim Illuminate Client Conference on June 14-16.

Synergy FCU CFO Jon Savio and Director of Marketing and Business Development Casidhe Meriwether will discuss why they selected Doxim Loan Accelerator to improve the credit union’s lending velocity, and how they’ll use this solution to gain a deeper understanding of member behavior as well.

“We’re very excited to have the Synergy FCU team join us at Doxim Illuminate this year,” said Chris Rasmussen, president and CEO of Doxim. “Since its inception, Synergy FCU has built a phenomenal reputation for its financial health and customer service. Now, the Synergy FCU team is moving towards a more data-driven marketing model, but doing so in a way that will put member needs first. We’re pleased that they’ve agreed to share their strategic vision with the audience at our annual Conference”.

At the Doxim Illuminate Client Conference, experts will address topics including trends and innovations in community finance, data analytics, and customer experience. Attendees will also have the chance to test-drive state of the art customer engagement technology, network with peers in the community finance industry, and attend a lively panel discussion on digital age of banking.


About Synergy Federal Credit Union

Synergy FCU began operation on February 20, 1980 as Valero Federal Credit Union, along with the start of Valero Energy Corporation. The credit union started in a small office on the 3rd floor of the Valero Towers located at 530 McCullough, in San Antonio, TX.

About Doxim

Doxim is a leading provider of SaaS-based customer engagement software for banks, credit unions, 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 account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s 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 www.doxim.com.

For further information, please contact:

Olga Zakharenkava
Doxim
647-497-5187

Contacts

Customer Service
(888) 272-8228

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