Doxim's advanced Account Opening Solution (AOS) simplifies
onboarding with flexibility and ease of use, elevating staff and
member satisfaction to enhance the member service experience.
MARKHAM,
ON, Aug. 19, 2024 /PRNewswire-PRWeb/
-- Today, Doxim® (http://www.doxim.com), the leading customer
communications management (CCM) and engagement technology provider
serving highly regulated markets announced Mainstreet Credit Union
is now live with Doxim's In-Branch Account Opening Solution (AOS)
and digital suite.
Mainstreet Credit Union wanted to allow people to be able to add
or open an account from wherever they were, whenever they wanted,
bringing banking solutions to them. Providing an online solution
just made sense. Since Mainstreet Credit Union had already
implemented several other Doxim solutions, including customer
relationship management (CRM) and enterprise content management
(ECM), this project saw a seamless integration between Doxim's
Account Opening Solution (AOS) and Mainstreet Credit Union's core
banking system. With little to no manual effort, members and credit
union staff can now open deposit products in under five minutes.
The ability to take and fulfill loan applications with similar
speed is planned for early next year and will be the final step in
being able to offer a full suite of personal banking solutions
across the province.
This unique product application significantly increases
onboarding efficiency, offering credit unions a purpose-built,
highly flexible, end-to-end digital account opening solution. It
provides all Know Your Customer (KYC)/Anti-Money Laundering (AML)
compliance and business logic for registered and non-registered
demand products.
"Mainstreet is open anytime," says Jamie Kruspel, Chief
Transformation Officer, Mainstreet Credit Union. "Members can get
their membership and open their accounts whenever and however they
wish. Doxim has delivered a tool that is faster and easier to use
for our members and our advisors."
"The positive impact of this implementation underscores the
critical importance of this innovative functionality in driving the
future success of credit unions in Canada," says Doxim Chief Revenue Officer,
Scott Biel. "Our robust partnership
with Mainstreet has helped us further our commitment to providing
top-tier omnichannel solutions that advance the industry in ways
that ultimately enhance the overall experience for credit unions
and members."
Contact Doxim today to learn more about our Account Opening
Solution (AOS).
About Mainstreet Credit Union
Mainstreet Credit Union is a full-service financial institution
that is passionate about providing high-quality, personalized
advice to each member, ensuring their financial dreams become a
reality. With a network of 10 conveniently located branches in the
heart of Southwestern Ontario,
Mainstreet Credit Union serves over 25,000 members offering a range
of services with over $1.2 Billion in
assets under management. Beyond their commitment to individual
financial success, Mainstreet Credit Union is driven by a strong
ethos of community involvement, committing 5% of operating income
to the communities they serve.
About Doxim
Doxim is the customer communications management and engagement
technology leader serving financial and regulated markets,
providing omnichannel document solutions and transforming
experiences to strengthen engagement throughout the entire
lifecycle. The Doxim Platform helps clients communicate reliably
and effectively, improve cross-sell and upsell opportunities, and
drive increased loyalty and wallet share through personalized
communications. The platform addresses key digitization,
operational efficiency, and customer experience challenges through
our suite of plug-and-play, integrated, SaaS software and
technology solutions. Learn more at http://www.doxim.com.
Media Contact
Crystal Bourque, Doxim,
4169894713, crystal.bourque@doxim.com, www.doxim.com
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SOURCE Doxim