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.
In 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
Given 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
Firms 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
2015 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 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
As 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
Financial 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