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

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