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

Invest in Client Communications, and Clients Will Invest with You

TTechnology in the hands2015 is shaping up to be a challenging year for wealth management firms across the globe. As EY’s 2014 “Global Wealth and Asset Management Industry Outlook” predicted, firms find themselves in an increasingly competitive environment, with evolving regulatory burdens and mediocre markets. Read more

Doxim Acquires Neocog Technologies

puzzle acquisition image Doxim is pleased to announce the acquisition of Neocog Technologies, a market leader in CRM, Loan Origination Solutions and Business Intelligence for Community Banks and Credit Unions. Read more

Three 2015 Resolutions for Credit Unions

iStock_000048308512LargeAs we look ahead to 2015, here are three New Year’s resolutions your credit union can make to get great increases in member loyalty, referrals, and brand recognition. Click through the links, and you’ll find much more information. Here’s to a great new year! Read more

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