Virtual Doxim Exchange Client Conference – Save the Date!

eSignaturesAs summer slowly approaches, our clients have begun to inquire about the annual Doxim Exchange Client Conference. As such, we wanted to update you on an important change we are making to Doxim Exchange this year. Read more

Heartbleed Bug No Danger to Doxim Servers

Some of our Doxim SaaS customers may have concerns about the Heartbleed bug that has become a top news item this week.

Doxim has reviewed all of its SaaS environments and sites and has validated that ‎Doxim’s applications do not use the OpenSSL technology which is susceptible to the vulnerability which the Heartbleed bug exploits. Read more

Redefining the Customer Experience at SIFMA OPS 2014

eSignaturesThe annual broker-dealer technology study conducted by Beacon Strategies recently indicated that of broker-dealers surveyed, 96% reported that account opening data capture was their number one technology related concern in 2014 (up from 62% in 2013). Increasing regulatory demands and the desire to create a better client experience mean that the time for client onboarding automation has truly arrived throughout the financial service sector. Read more

Three Areas of Focus for Effective Customer Communications

eSignaturesAre you preparing to embark on a redesign of your customer communications? Do you hope to improve the client experience, increase client loyalty, and take advantage of opportunities to increase your wallet share? Here are three areas of focus that will get you the results you want. By including targeted product and service offers in your communications, enhancing the visual aspects of your communications, and making sure your communications are easy to read and understand, you can improve your client relationships with every communication you send. Read more

Social Networking Tips for Advisors and Wealth Management Firms

eSignaturesAre you an investment advisor considering a leap into social networking? Or do you represent a wealth management firm that wants to empower advisors to get active on social media? You aren’t alone. Read more

Doxim Products Tips and Tricks Series – Uploading a Cover Page to the Year End Tax Portal

eSignatures
Our tips and tricks series is designed to help you use Doxim products more efficiently. Every quarter, we’ll share a time saving quick tip with you.

Tax season is always a busy time of year for our customers in the financial service sector. Thankfully, our Year End Tax Portal helps to facilitate the gathering of all necessary tax documents into one common location for easy reference and management. Read more

Doxim E-Signature Roadshow Wrap-Up

eSignaturesWe’d like to take a moment to thank everyone who joined us for the Doxim E-Signature Roadshow in Toronto, Montreal, Calgary and Vancouver. We appreciated your enthusiasm for our new integrated solutions, and your excellent questions about them. Thanks also go out to our partners at Silanis for demonstrating their e-SignLive™ solution for our attendees, and to CUPS for their partnership on the Calgary event. Read more

People Spotlight: Who is answering your support call? It’s Judy MacLeod

eSignaturesWhen a customer needs support, Judy MacLeod is ready to assist. She is a Client Care Representative based out of our BC office. Judy manages customer inquiries about Year End Tax processing and does Monthly QA on Doxim ECM for credit union clients. Read more

News Roundup for Credit Unions and Banks

eSignaturesAs a provider of Customer Communications Management solutions for banks and credit unions, we keep up to date on the ever-changing field of bank and credit union marketing. Here are a few articles that have caught our eyes recently: Read more