Doxim Is Gearing up for CUNA GAC

CUNA GAC Here at Doxim we’re busy getting ready for the CUNA Governmental Affairs Conference in Washington D.C. March 8-12. We’ve prepared a brief video that shows credit unions how our Customer Communications Management solutions can help improve the member experience – you can check it out over here. If you are at the conference, stop by Booth #664 – we’d love to chat with you.
Read more

Watch Doxim Technology Redefine the Client Experience in “Jane’s Story” [VIDEO]

JaneIn an increasingly digital world, wealth management firms are faced with the challenge of ensuring clients can access their information and interact with their firm online, anytime and from any device, while still making sure clients experience the high-touch, personalized service that is the hallmark of great wealth management advisors. Read more

Relationship Building for Financial Advisors: Find a Niche, Focus on Client Goals

Bridging the GapGiven the number of investment advisors currently practicing in North America, and the rise of technologies like robo-advisors which threaten to erode their client base, it’s no surprise that discussion in the industry over the last couple of years has centered on topics like how to attract a client base, and how to deepen relationships with those clients in order to retain them over the course of a lifetime. Read more

Advisor Use Cases and the Value of Onboarding Automation

Bridging the GapFirms often approach me to ask how they can automate (more) of the client onboarding process. In some cases firms have been reluctant to embark upon any automation of the process as they are worried about technology adoption rates. In other cases firms have a first generation automated onboarding process but they are still getting too many manual applications as their staff prefers to not use the first generation system, finding it clunky and complicated. Read more

Doxim Redefines the Customer Experience at FSI OneVoice

Bridging the GapDoxim team members are excited to attend the FSI OneVoice Conference in San Antonio, Texas next week. You can read all the details in our press release about the event. Read more

Invest in Client Communications, and Clients Will Invest with You

TTechnology in the hands2015 is shaping up to be a challenging year for wealth management firms across the globe. As EY’s 2014 “Global Wealth and Asset Management Industry Outlook” predicted, firms find themselves in an increasingly competitive environment, with evolving regulatory burdens and mediocre markets. Read more

Doxim Acquires Neocog Technologies

puzzle acquisition image Doxim is pleased to announce the acquisition of Neocog Technologies, a market leader in CRM, Loan Origination Solutions and Business Intelligence for Community Banks and Credit Unions. Read more

Three 2015 Resolutions for Credit Unions

iStock_000048308512LargeAs we look ahead to 2015, here are three New Year’s resolutions your credit union can make to get great increases in member loyalty, referrals, and brand recognition. Click through the links, and you’ll find much more information. Here’s to a great new year! Read more

Holiday Client Communications: Make Them Work For You

Businessman offerFinancial advisors are keenly aware of the importance of proactive contact when nurturing relationship with their clients – as Maribeth Kuzmeski notes in a recent blog post, “Almost always, there is a very direct correlation between the quality of your relationships with prospects and clients, and the rate of sales and growth in your business.” Read more