Toronto, ON, Canada, May 12, 2021 -- Doxim, a customer communications management (CCM) and engagement technology provider, serving regulated markets including healthcare, financial services, and utilities, announced a technology partnership with Mainstreet Credit Union. Mainstreet Credit Union will implement Doxim Self-Service Account & Loan Origination.
"We’ll be using Doxim’s latest innovation in conjunction with the Doxim in-branch User-Assisted Account & Loan Origination, which we previously implemented. This combination will give our valued member-owners the freedom to apply for the financial products they need in real-time, from chequing accounts, to more complex lending products, in a single streamlined session. Members can also start an application in one channel and finish it in another seamlessly. This solution will allow Mainstreet to service our members’ financial needs quickly and conveniently from anywhere and at the time that works best for the member," said Janet Grantham, President & CEO of Mainstreet Credit Union.
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Doxim Self-Service Account & Loan Origination integrates seamlessly with Doxim solutions already in place at Mainstreet Credit Union, including CRM and ECM, and with the credit union’s core banking system.
"By using interconnected technology from Doxim, we can eliminate the manual effort required to bridge technology silos and make intelligent use of our member data to provide better products and services across the board," added Grantham. "No other vendor offered everything from origination to document management and storage to CRM in one suite."
"Mainstreet Credit Union and Doxim have worked together on many technology initiatives in the past, and we’re excited to support Mainstreet’s origination journey as well," said Mike Rogalski, President and CEO of Doxim. "As part of their digital roadmap, Mainstreet has partnered with Doxim to stay ahead of the curve and help them grow their digital service offering to their members."
Posted by Veronica Silva Cusi, news correspondent
Doxim is a provider of SaaS-based customer engagement solutions for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their customer experience, communicate more effectively throughout the customer lifecycle, and improve cross-sell and upsell activities that drive increased wallet share.
Published: Friday, May 14, 2021
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