Servus Credit Union Selects Doxim CRM to Deepen Relationships with over 370,000 Members

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Servus, the 3rd largest credit union in Canada, has selected Doxim CRM to combine its product, service and member data into a single, actionable 360º view of the member

Servus and Doxim logos
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 -- Doxim CEO and President Chris Rasmussen

Doxim® (http://www.doxim.com), a leading provider of customer engagement software for the financial services industry, today announced that Servus Credit Union, the 3rd largest in Canada with over 100 locations and $15 billion in assets, 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.”

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. The credit union will benefit from Doxim CRM’s pre-configured interfaces and workflows, plus inter-operability with all its current core banking systems and credit bureau providers, document management solutions, and lending and origination solutions.

Doxim’s deep business relationships through the credit union system in Canada and its experience working with Servus in other capacities reassured the credit union that Doxim was the right fit for this CRM partnership. The implementation will be guided by Doxim’s roster of experts, who have years of experience in virtually all areas of the credit union ecosystem and technology.

“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.”

About Servus Credit Union Ltd.

Servus Credit Union is a member-owned financial institution serving members from more than 100 locations in 59 communities. Servus aspires to build a better world—one member at a time—by shaping member financial fitness to help Albertans feel in control, financially resilient and able to pursue opportunities. For more information, call toll-free 187SERVUSCU / 1.877.378.8728 or visit servus.ca.

About Doxim

Doxim is a leading provider of SaaS customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate 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.

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Olga Zakharenkava
Doxim
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