Case Study
CUPs and Doxim Join Forces To Help Encompass Credit Union Improve Member Statements
Encompass Credit Union, serving over 10,000 members and managing $345 million in assets across seven Alberta branches, faced poor statement quality after migrating from Finesse to eroWORKS banking platform. Doxim software, partnering with CUPS, transformed their member statements by delivering customizable, professional layouts that matched previous standards while leveraging eroWORKS capabilities. This collaboration eliminated member confusion from inconsistent designs and naming, streamlined communication, boosted satisfaction, and enhanced operational efficiency through superior document generation that aligned perfectly with the new system.
