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A CRM Built for Financial Institutions

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Doxim CRM Helps Financial Institutions

  • Improve communication with customers via their preferred channels
  • Increase conversion rates and sales revenue by understanding and managing the sales pipeline
  • Increase customer retention by targeting products specific to the customer's individual needs

 

Doxim CRM Helps Credit Unions:

  • Improve communication with members via their preferred channels
  • Increase conversion rates and sales revenue by understanding and managing the sales pipeline
  • Increase member retention by targeting products specific to the member’s individual needs