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

Credential Experiences a Seamless Transition to a Single Service Provider

Credential LogoCredential Financial was encountering a headache which is familiar to many rapidly-growing, multi-faceted firms.  Because Credential offers a variety of services through several business lines, it was managing a complicated technology network and relationships with several vendors for statement creation, document imaging and delivery. The Credential team wanted to consolidate all these processes under a partnership with a single vendor and explore e-presentment as well. Read more

What Does the Future Hold for Your Customer Communications?

G&F LogoAt Doxim, we’re always keeping an eye on recent research in the area of Customer Communications Management (CCM). Recently, we’ve been looking at a study by InfoTrends which forecasts the future of customer transactional communications between now and 2017. Read more

Case Study – G&F Financial Group Goes Paperless

G&F LogoIt’s always exciting to see what our clients will get up to with our software! In the case of G&F Financial Group (G&F), Doxim’s Enterprise Content Manager (ECM) and easyCapture document imaging tool became a critical part of a larger endeavour which reshaped the way the credit union does business, dramatically reduced its greenhouse gas emissions and even influenced the physical design of its branches. Read more

High customer satisfaction spurs growth, helps Doxim celebrate another year on the PROFIT500 List

Profit500This week, we were very pleased to learn that Doxim has once again ranked on the PROFIT500 list of Canada’s fastest growing companies. This year is our seventh on the list; a track record we are all very proud of. Chris Rasmussen, our President and CEO, attributes Doxim’s continued pace of rapid growth to our consistent focus on customer satisfaction. Soliciting customer feedback and acting on it is a vital part of Doxim’s daily business across Canada. Here’s how we do it: Read more

Case Study: A Doxim Client Resolves Back-Office Chaos with OpenAdvantage®  

Case StudyA recent survey by CEB TowerGroup found that 88% of financial services operational executives identified their inability to capture back-office efficiency as their number one challenge. One great way to start addressing back-office inefficiency is to implement a business process management solution and automate your client onboarding processes. Read more

Doxim Virtual Exchange Client Conference for Wealth Management Firms next Tuesday!

Doxim ExchangeFollowing a very successful Doxim Virtual Exchange Client Conference for credit unions and banks, our virtual Client Conference for wealth management sector clients will happen next Tuesday between 1:30 and 3:00 EDT. It’s not too late to register! Read more

Doxim Virtual Exchange Client Conference for Credit Unions and Banks is next week!

Doxim ExchangeDoxim team members are putting the finishing touches on our presentations for the virtual Client Conference for Credit Unions and Banks next Tuesday between 1:30 and 3:00 EDT, and we wanted to take this opportunity to remind you that it’s not too late to register. Read more