News : Servus Credit Union Selects Doxim CRM to Deepen Relationships with Members
Markham, ON, Canada, Feb, 2018 -- Doxim, a provider of customer engagement software for the financial services industry, announced that Servus Credit Union has selected Doxim CRM, to combine its product, service and member data into a single, actionable 360º view of the member.
"As we grow, Servus remains committed to listening to our members so we understand their financial goals and help shape their financial fitness so they reach those goals, now and in the years to come" said Jim Dayman, Vice President Direct Banking, at Servus Credit Union. "To help provide an exceptional service experience, we require a framework of processes and technology that empowers our employees to better serve members and predict their needs through a consolidated view of interactions, products, and life stages. Doxim CRM plays an integral role in achieving this vision."
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Following their selection process, Servus selected Doxim CRM as it not only met the needs of the Member Relationship Management program, but it also mitigated project risks in terms of budgets, time to market, and member impact.
"We’ve had the pleasure of working with Servus Credit Union for over 10 years now, said Doxim CEO and President, Chris Rasmussen. "That gives us a head start in understanding Servus’s business, complexities and business processes, and its underlying core applications. We are excited to extend our partnership and the adoption of our Customer Engagement Platform with the Servus team by implementing Doxim CRM across more than 100 branches and offices."
Posted by Veronica Silva Cusi, news correspondent
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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: Tuesday, February 6, 2018
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