Get Amazing Results with Targeted Statement Based Marketing

Bridging the GapOver the last few weeks, we’ve been discussing how to get the most out of your business statements by changing them from boring transactional documents to easy to read, attractive statements that enhance branding and increase customer satisfaction. Read more

Improve Your Business Statements by Optimizing Layout and Flow

Improve Customer Satisfaction with Better Looking StatementsLast week we discussed two areas to pay special attention to during any statement redesign program. These areas were branding and copy. This week, we’d like to offer a few hints about statement layout. The goal here is to help your customers navigate the statement easily, and to ensure readability whether the statement is on a screen or on paper. Read more

Maximize Statement Effectiveness with Great Branding and Copy

eSignaturesWith changes to legislation like Dodd Frank in the USA and CRM 2 in Canada, financial service firms are required to provide more data than ever on customer statements. Firms who are re-engineering their statements to include this data should also consider taking the opportunity to adjust their statement design in other ways. Read more

eNotifications: Customer Convenient, Cost Effective

Couple 2_XSmallToday, we’ve invited our VP of Product Development & Chief Technology Officer, Adam Zimmer, to share some tips on how to provide email notifications to your client base effectively. eNotifications are a crucial part of any eStatement initiative, and ensuring they reach clients reliably can be a challenge. The simple tweaks outlined in this blog will help you ensure they get where they need to go. Read more

Doxim People Spotlight – Manny Purewal

Manny Purewal HeadshotManny Purewal manages the development side of Professional Services for our OpenAdvantage® product. Manny works with his development team to bridge the gap between the business requirements phase and the quality assurance phase of implementation, ensuring the seamless delivery of a quality product. With his friendly smile and great customer service mentality, Manny has been a fixture of Doxim’s Kitchener office for 5 years now. Read more

Strattam Capital Makes Majority Investment in Doxim

Closing a dealBy now, you may have seen news regarding a majority investment in Doxim by Strattam Capital. If you haven’t seen any details you can read the news here. Strattam Capital, LLC, is a technology-specialist private equity firm. On top of their majority share purchase Strattam will also be providing growth capital to fund our strategic initiatives, including expansion of our product and service offerings and extension of our geographic presence. Read more

Situation-Specific Onboarding Wins Clients for Life

Advice SignpostThis week we’re sharing a blog post by Linda Wittich. With extensive experience in the financial service sector, Linda brings industry knowledge and a passion for client-centric solutions to the Doxim team. Here, she discusses how to leverage what your best advisors already know to create onboarding processes that increase client engagement. Read more

August and September Activities at Doxim

Bridging the GapDoxim employees at our three locations have been bidding a fond farewell to summer with a roster of social activities including barbecues, camp fires, and mini golf. You can keep up with all the fun by following Doxim on Facebook. Read more

Bridging the Gap with Customer Communication Management Solutions

Bridging the GapThis week, we are pleased to present a blog by Adam Zimmer, our VP of Product Development & Chief Technology Officer. With over a decade of experience working with wealth management firms, Adam helps companies determine how technology can solve critical business problems. Read more