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

People Spotlight: Leona Elliott

Leona ElliottLeona Elliott has recently joined Doxim as Director of our Markham Professional Services team, and we thought we’d take the opportunity to spotlight her on the blog. Leona comes to us with an absolute wealth of experience running professional service teams in all sorts of technology companies, including Nightingale Informatix and TGO Consulting. Read more

Client Onboarding: Turning Obligation into Opportunity [Video]

iStock_000042339918XLargeClient onboarding automation continues to be a hot topic in the wealth management sector. This interest is driven by several factors. Most importantly, the client onboarding period (usually defined as the first three months of the client lifecycle), is understood by many to be a key period for establishing a strong client/advisor relationship Read more

The Great Curry Cook Off

Curry Cook OffRecently, our Doxim Markham office held “The Great Curry Cook-Off”.  A nominal fee was charged to participate and all of the proceeds went to the United Way. Much fun was had by all and the event was captured on video and in photos. Want to know who won, or looking to relive the action? Read more

Reaching those Elusive Millennial Prospects – Here’s a Strategy that Worked!

Woman_blogAs regular blog readers will know, Doxim staff member Linda Wittich recently attended the CUNA Community Credit Union & Growth Conference.  She has told us that one of the hot topics of discussion there was engaging Millennial members, and attracting new members from this cohort. Here’s a bit more on why that’s important, plus some links to a campaign that really worked to reach this elusive demographic. Read more

Doxim Ranks on Deloitte Technology Fast 50™ and Fast 500™ lists for 2014

Deloitte Technology Fast 500Today we’re proud to announce that we’ve again ranked on the Deloitte Technology Fast 50™ and Fast 500™ lists. For full details, you can read our press release here. This is the fourth consecutive year we’ve appeared on these rankings, which recognize the 50 fastest growing Canadian technology companies, and the 500 fastest growing Read more

Doxim Celebrates the Release of Doxim ECM 8.2

doxim_logo tagline blackToday, Doxim is excited to announce the release of the most recent version of its Enterprise Content Management platform, Doxim ECM 8.2. This cloud-based ECM solution, now with fully integrated e-signature capabilities, allows financial service firms to manage their business-critical content simply and securely. Read more

Doxim to Showcase Industry Leading Business Automation Solutions at CUNA Community and Growth Conference

Bridging the GapWe are pleased to announce that Doxim will be both sponsoring and exhibiting at the CUNA Community and Growth Conference 2014 in Las Vegas, Nevada from Nove­­mber 3rd to November 6th. The conference schedule is jam-packed with great speakers, breakout sessions, and opportunities to network. Read more

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