Behind the Curtain with Doxim

About the Webinar Series

We are excited to announce that we have developed a series of webinars by Doxim experts, which will share our expertise on topics ranging from customer engagement to project management. We’ve even invited Doxim clients to get in on the act and share their experience. We encourage you to sign up and let Doxim support your future growth and development.


May 14th – Ideation & Innovation Planning at Doxim

May 28th – To the Future & Beyond: Looking ahead to Customer Engagement in Financial Services

June 10th – Driving member Engagement through Integrated omnichannel Communication

June 25th – Your Lending Strategy with Doxim APIs

July 15th – Digital Transformation Customer Fireside Chat

July 29th – Best Practices for High Performing Projects

Webinar Series

Making the most of your transactional documents just got easier! Book your personalized demo now to see how we can help you enhance customer service, increase customer loyalty, and even use document marketing zones to promote cross-sell/up-sell offers. If you have questions, our product specialists would love to answer them. Give us a call at 1866 475 9876.

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Webinar Series

Sign Up Today for our 6 Part Series

May 14 @ 2pm ET - 30 mins

Ideation & Innovation Planning at Doxim

May 28 @ 2pm ET - 30 mins

To the Future & Beyond: Looking ahead to Customer Engagement In Financial Services

June 10 @ 2pm ET - 30 mins

Driving Member Engagement through Integrated Omnichannel Communications

June 25 @ 2pm ET - 30 mins

Your Lending Strategy with Doxim APIs

July 15 @ 2pm ET - 30 mins

Digital Transformation Customer Fireside Chat

July 29 @ 2pm ET - 30 mins

Best Practices for High Performing Projects

Sign Up Today for our 6 Part Series

May 14 @ 2pm ET

Ideation & Innovation Planning at Doxim

May 28 @ 2pm ET

To the Future & Beyond: Looking ahead to Customer Engagement In Financial Services

June 10 @ 2pm ET

CCM & CEM: How to create a full-service suite for Customer Engagement

June 25 @ 2pm ET

Your Lending Strategy with Doxim APIs

July 15 @ 2pm ET

Customer Fireside Chat

July 29 @ 2pm ET

Best Practices for High Performing Projects

Register now for our 6 part series

Even if you can’t make it, sign up anyway!
We’ll send you the recording.

Our product team’s got exciting news to share. At Doxim, we’ve always believed in the power of collaboration with our customers. In fact, many of our products and features have been born out of the credit unions and banks we serve. That’s why we’re taking it one step further and bringing you closer to our innovation and ideation process. Tune in as we:

  • Take you behind the scenes into Doxim’s innovation and roadmapping process
  • Showcase how you can help shape the future of Doxim solutions
  • Give you a sneak peak at Doxim’s new innovation portal

With volatile times ahead of us, we all may have the same questions: What does the future of financial services look like? More importantly, do we have the technology in place to support the rapidly changing demands of tomorrow’s consumers? Join our in-house industry expert, Sean Kennelly as he shares:

  • The biggest trends in financial services that your institution needs to be prepared for
  • The future vision of the Doxim Customer Engagement Platform and how it will support the changing technology needs of our customers
  • New Spring 2020 Release features

Join us to hear and exchange insights from Doxim and fellow financial services organizations on:

  • How social distancing is erasing the lines between self-serve and assisted channels
  • The importance of omnichannel communications in nurturing lead capture, origination and onboarding.
  • How Doxim’s Engagement (CEM) and Communication (CCM) integrate to drive engagement throughout the member’s lifecycle
  • Doxim Product Management will share a preview of the new CEM integrated communication features coming in 2020.

As consumers become increasingly accustomed to the “on-demand” culture from the likes of Netflix, Amazon and Uber, it’s only a matter of time before they demand it from their financial services provider. As a result, banks and credit unions are going to have to find new process efficiencies to satisfy their customer’s need for instant gratification. Join our VP of Product Management, Sean Kennelly, as discusses how to better serve consumers through the origination process. During his webinar, he’ll discuss:

  • How centralizing point solutions can bring efficiencies in managing the complex lending ecosystem
  • The role of API’s are integral to creating an end-to-end lending platform

We’re going live with a long time customer and partner Servus Credit Union next week and wanted to make sure you don’t miss out. We’ll be deep in conversation with their VP of Payments & Banking Solutions, Lorna Craig as well as Tom Luu, Manager of Banking Operations Systems & Solutions.

Tune in to hear Lorna and Tom speak about everything from what keeps them up at night to the technologies they’ve implemented to better serve their members.

Join us to learn:

  • The role technology plays in serving one of Canada’s largest credit unions
  • How Servus is leveraging CRM technology within their organization
  • Their evaluation process and criteria in selecting the right CRM Vendor
  • The do’s and don’ts of a large scale implementation project

Project implementation can be a daunting task for many organizations. That’s why we’ve asked our professional services experts to come out and share their secret sauce to ensuring project success. With 100s of successful implementations under their belt, they’ve definitely seen it all. Join us for this special webinar as they share:

  • How to limit scope creep with proper project planning
  • Project pitfalls that hinder delivering projects on time and on budget
  • Putting together the “A” team
  • How professional services ensures you’re looked after post go-live with our client services and customer success managers

Our product team’s got exciting news to share. At Doxim, we’ve always believed in the power of collaboration with our customers. In fact, many of our products and features have been born out of the credit unions and banks we serve. That’s why we’re taking it one step further and bringing you closer to our innovation and ideation process. Tune in as we:

  • Take you behind the scenes into Doxim’s innovation and roadmapping process
  • Showcase how you can help shape the future of Doxim solutions
  • Give you a sneak peak at Doxim’s new innovation portal

With volatile times ahead of us, we all may have the same questions: What does the future of financial services look like? More importantly, do we have the technology in place to support the rapidly changing demands of tomorrow’s consumers? Join our in-house industry expert, Sean Kennelly as he shares:

  • The biggest trends in financial services that your institution needs to be prepared for
  • The future vision of the Doxim Customer Engagement Platform and how it will support the changing technology needs of our customers
  • New Spring 2020 Release features

Behind the Curtain with Doxim

Join us to hear and exchange insights from Doxim and fellow financial services organizations on:

  • How social distancing is erasing the lines between self-serve and assisted channels
  • The importance of omnichannel communications in nurturing lead capture, origination and onboarding.
  • How Doxim’s Engagement (CEM) and Communication (CCM) integrate to drive engagement throughout the member’s lifecycle
  • Doxim Product Management will share a preview of the new CEM integrated communication features coming in 2020.

Centralize As consumers become increasingly accustomed to the “on-demand” culture from the likes of Neflix, Amazon and Uber, it’s only a matter of time before they demand it from their financial services provider. As a result, banks and credit unions are going to have to find new process efficiencies to satisfy their customer’s need for instant gratification. Join our VP of Product Management, Sean Kennelly, as discusses how to better serve consumers through the origination process. During his webinar, he’ll discuss:

  • How centralizing point solutions can bring efficiencies in managing the complex lending ecosystem
  • The role of API’s are integral to creating an end-to-end lending platform

Stay Tuned for more information

Project implementation can be a daunting task for many organizations. That’s why we’ve asked our professional services experts to come out and share their secret sauce to ensuring project success. With 100s of successful implementations under their belt, they’ve definitely seen it all. Join us for this special webinar as they share:

  • How to limit scope creep with proper project planning
  • Project pitfalls that hinder delivering projects on time and on budget
  • Putting together the “A” team
  • How professional services ensures you’re looked after post go-live with our client services and customer success managers

Join us to hear and exchange insights on topics you care about