People Spotlight: Bhavin Bhatt

Leona ElliottBhavin Bhatt joined Doxim in 2014 and works for us as an Online Marketing Specialist. His responsibilities include the maintenance and evolution of Doxim’s web presence and the execution of our regular outbound email campaigns. Bhavin is also responsible for monitoring and analyzing our website and social media traffic and reporting on traffic patterns, so we can make sure we get relevant, timely information to our site visitors.
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Introducing Doxim IntelliLender

CRMOver the last two weeks, we’ve introduced Doxim blog readers to Doxim CRM and Doxim Business Intelligence, great new products we’ve added to our suite of solutions as a result of our acquisition of Neocog Technologies. This week we’re wrapping up the series by introducing Doxim’s new Loan Origination System (LOS), formerly Neocog IntelliLender.

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Introducing Doxim Business Intelligence (BI)

CRMLast week we took the opportunity to introduce you to Doxim CRM (formerly Neocog ACE), a customer relationship management platform designed with credit unions in mind.  This week we’re showcasing Doxim BI (formerly Neocog Cognito). Read more

Introducing Doxim’s new CRM platform

CRMWith our recent acquisition of Neocog Technologies, we’ve added several new products to our offering, making it easier than ever to improve the customer experience with Doxim solutions.
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Doxim Is Gearing up for CUNA GAC

CUNA GAC Here at Doxim we’re busy getting ready for the CUNA Governmental Affairs Conference in Washington D.C. March 8-12. We’ve prepared a brief video that shows credit unions how our Customer Communications Management solutions can help improve the member experience – you can check it out over here. If you are at the conference, stop by Booth #664 – we’d love to chat with you.
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Watch Doxim Technology Redefine the Client Experience in “Jane’s Story” [VIDEO]

JaneIn an increasingly digital world, wealth management firms are faced with the challenge of ensuring clients can access their information and interact with their firm online, anytime and from any device, while still making sure clients experience the high-touch, personalized service that is the hallmark of great wealth management advisors. Read more

Relationship Building for Financial Advisors: Find a Niche, Focus on Client Goals

Bridging the GapGiven the number of investment advisors currently practicing in North America, and the rise of technologies like robo-advisors which threaten to erode their client base, it’s no surprise that discussion in the industry over the last couple of years has centered on topics like how to attract a client base, and how to deepen relationships with those clients in order to retain them over the course of a lifetime. Read more

Advisor Use Cases and the Value of Onboarding Automation

Bridging the GapFirms often approach me to ask how they can automate (more) of the client onboarding process. In some cases firms have been reluctant to embark upon any automation of the process as they are worried about technology adoption rates. In other cases firms have a first generation automated onboarding process but they are still getting too many manual applications as their staff prefers to not use the first generation system, finding it clunky and complicated. Read more

Doxim Redefines the Customer Experience at FSI OneVoice

Bridging the GapDoxim team members are excited to attend the FSI OneVoice Conference in San Antonio, Texas next week. You can read all the details in our press release about the event. Read more