Mainstreet Credit Union Selects Doxim Account Opening to Improve Efficiency and Member Experience

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Fully Digital Account Opening Will Decrease the Credit Union's Operational Costs and Carbon Footprint

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Doxim’s ability to integrate into our banking system was a big plus, and the fact that their CRM, loan origination and account opening products all speak to each other efficiently was very appealing -- Mainstreet President and CEO Janet Grantham

Doxim (http://www.doxim.com), a leading provider of customer engagement software for the financial services industry, is pleased to announce that Mainstreet Credit Union has selected its account opening technology with integrated e-signatures. This solution will be a key component of the credit union’s digital transformation.

Founded in 1957, Mainstreet Credit Union today serves 26,000 members across Southwestern Ontario with $810 million in total assets under management. The credit union offers a complete range of innovative personal, business, and agricultural financial products and services.

“We have been looking for a solution to increase our efficiency and speed around account opening to ensure the time spent with the member during the appointment can be focused on their financial needs and goals,” shared Mainstreet President and CEO, Janet Grantham. “As a credit union, we also want to ensure we are being excellent environmental stewards, so a paperless process was important to us. Doxim’s Account Opening solution allowed us to achieve both objectives simultaneously.”

Mainstreet Credit Union was already deriving good value from Doxim solutions for loan origination, CRM, and enterprise content management. Extending the partnership to include account opening would allow the credit union to expand its use of Doxim’s integrated Customer Engagement Platform, an approach that made sense to the selection committee. Doxim Account Opening also ticked all the boxes in terms of features and functions. “Doxim’s ability to integrate into our banking system was a big plus, and the fact that their CRM, loan origination and account opening products all speak to each other efficiently was very appealing. The integrated e-signatures within Doxim products are essential to our vision for our credit union’s future,” shared Grantham.

“Credit unions with geographically dispersed branches, like Mainstreet Credit Union, really stand to benefit from digitizing their business processes and eliminating paper,” explained Chris Rasmussen, President and CEO of Doxim. “By adding Doxim Account Opening to their current rollout of Doxim’s Customer Engagement Platform, Mainstreet Credit Union will be able to cut its operational costs, offer more services online, and delight members with more seamless service interactions.”

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 http://www.doxim.com.

About Mainstreet Credit Union

Mainstreet Credit Union is a financial cooperative that provides a full-suite of personal, business and agricultural banking products, and personalized advice, to their member-owners across Southwestern Ontario communities of Chatham-Kent, Goderich, Sarnia-Lambton and London-Middlesex. Mainstreet has 26,000 members and $810,000 million in assets. The credit union employs 150 residents from across Southwestern Ontario and is dedicated to investing back in the communities.
To learn more, please visit: http://www.mainstreetcu.ca

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Olga Zakharenkava
Doxim
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