The Emotional Side of Finance: Responding to Customer Needs

Financial decisionsAs you know, at the Doxim blog, we like to periodically share great articles we’ve found on topics surrounding financial services and the customer experience. This week, a great article by Duena Blomstrom on the Financial Brand website called on banks to consider whether they are genuinely thinking about the role that emotions play in finance.  If you have a few moments you should give it a read; we bet it’ll challenge you to think about customer experience and customer satisfaction in a new way. Read more

Doxim Appears on Branham300 List for Sixth Time

BranhamWe are excited to announce that Doxim has appeared on the Branham300 list for a sixth time. The Branham300 is the definitive listing of Canada’s top public and private  Information and Communication Technology (ICT) companies, as ranked by revenues. We are grateful to the clients , partners, and employees who make our continued growth and evolution possible – we couldn’t do it without you! You can read our Branham300 news release here to learn more.

Doxim integrates PPSA Canada Inc. Functionality into IntelliLender LOS

Cam MarstonWe’re happy to announce that Doxim has extended the capabilities of Doxim IntelliLender Loan Origination System (LOS) by integrating PPSA Canada Inc. functionality into the system. This integration will allow credit union staff to access PPSA Canada Inc’s  Registrations and Searches right from within Doxim LOS, substantially reducing processing efforts and preventing errors by removing manual keying and duplication of information during loan origination. You can learn how this integration makes loan origination simpler and more efficient for your staff and members by reading the full news release.


Age Matters: Generation-Savvy Communications get Great Results

Cam MarstonAn Interview by Linda Wittich with Cam Marston of Generational Insights
I met Cam Marston from Generational Insights a few weeks ago at the 2015 FSI OneVoice Conference. I’m fascinated by generational buying differences, but recognize that many financial firms presently choose a single communications strategy across all clients, regardless of age. I asked Cam for an interview to learn more about the Gen-Savvy Financial Advisor. He had some great insights into how financial service firms can begin to target their client communications by generation.

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News and Views for CUs: Marketing Madness in April!

NewsThose of you who have been reading the Doxim blog for a while will know how much we enjoy getting to see great marketing campaigns from credit unions. April has been a busy month for credit union marketers, and we’ve curated a collection of fun articles about their efforts. If your CU is looking for inspiring and cost-effective ways to engage with new and existing members, we invite you to read through the links below.

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Go Digital to Help Your Advisors Win over Self-Directed Investors

Intelligent reportsIn a recent report entitled “Think Digital First: Helping Self-Directed Investors Embrace Personal Advice,” CEB TowerGroup analysts identify an opportunity for advisors to grow their client base by taking on previously self-directed investors who may be receptive to working with a professional in the next year.  The report is full of insights into the characteristics of these “receptives,” including details of their channel preferences and buying behaviors. Subscribers to CEB TowerGroup reports can find all the details here.

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Doxim Heads to California for SIFMA OPS 2015

Intelligent reportsNext week, Doxim team members will be exhibiting our solutions at the SIFMA Operations Conference and Exhibition in San Diego, California. This annual conference is a great resource for firms looking for information on the evolution of operations, regulation, and implementation strategies and related technologies. Details of our participation can be found by reading the Doxim press release.

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Broadridge Partners with Doxim to Launch “Intelligent Reports”

Intelligent reportsBroadridge today announced that it has partnered with Doxim to launch a new reporting solution that allows investment brokers and dealers to meet upcoming fee and performance reporting requirements under Canada’s Client Relationship Model, Phase 2 – or “CRM2″ – regulatory initiative, which goes into effect July of next year. Details of this initiative can be found in the related press release.

People Spotlight: Bhavin Bhatt

Bhavin BhattBhavin Bhatt joined Doxim in 2014 and works for us as an Online Marketing Specialist. His responsibilities include the maintenance and evolution of Doxim’s web presence and the execution of our regular outbound email campaigns. Bhavin is also responsible for monitoring and analyzing our website and social media traffic and reporting on traffic patterns, so we can make sure we get relevant, timely information to our site visitors.
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