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

News and Views for CUs: The Big Data Challenge  

NewsAt Doxim, we’re always reading up on the changing field of bank and credit union marketing. Periodically, we like to round up the best blogs and articles we’ve read, and share them with you here on our own blog. This time around, we’ve rounded up some articles on how to get from big data to big results. Read more

Upcoming Conferences and Events

Conferences & EventsDoxim is gearing up for another busy fall, which will see our team members attending and speaking at events and conferences all over Canada and the US. We’ll be at the following events in the next few months, and hope to see you there: Read more

Learning from PenFinancial’s Success with eStatements

PenFinancial LogoFor financial service firms, realizing savings with eStatements can be a complicated process. Simply creating attractive electronic statements for customers isn’t enough.  Firms first have to consider whether their infrastructure is optimized to support eStatement adoption.  Then they need to think about how best to encourage customers to move to eStatements and away from paper. Without this sort of strategic approach, firms often find that customers aren’t moving to eStatements at the rate they had hoped for. Read more

Making Your Mark Online – Great Resources for Advisors

Credential LogoAdvisors – are you planning to extend your outreach to clients and prospects using online channels? You aren’t alone. Many advisors are already using social media and other online channels to attract new clients and retain current ones, and even more advisors want to do so, but aren’t sure where to start.  If you are in that boat, here are a few recent articles we’ve read that may help. Read more

Building Operational Efficiency From the Bottom Up

This 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.

Credential LogoOnboarding automation projects are primarily focused (and rightly so) on improving the customer experience. However, hand in hand with an improved customer experience should come operational efficiency. Read more