CRM 2: What you need to know now and into 2016

Financial decisionsAt Doxim, we’re continuing to keep a close watch on the roll-out of The Client Relationship Model – Phase II. Firms are preparing for changes that come into effect both this year as well as in 2016. In this article, we highlight the key changes, as well as explore some of the wider issues surrounding the roll-out.
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Time to Get Moving on That Project, Credit Unions

Financial decisionsI recently read an article at CU Insight called “Get productive: Done is better than perfect in your credit union,” and it really resonated with me. The author, Neen James, reminds credit union leaders that “If you constantly wait to make something perfect the world won’t see it. That means our teams, our member experience and our community won’t benefit from your brilliance.”
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Weekend Reading for Advisors: Targeted Client Communications

Financial decisionsAs regular readers of the Doxim blog know, we like to periodically share great articles we’ve found on topics surrounding financial services and the customer experience. Recently, we’ve been observing an emerging interest throughout the financial service industry in targeting communications, and approaches to communication, by the generation of the prospect or client. Those interested in the topic might enjoy the article “Let’s meet: Customize how you connect with clients,” which offers some pragmatic tips from Ivy Funds for advisors on communicating with four generations of clients. Read more

Doxim People Spotlight – Dennis Brink

Financial decisionsDennis joined Doxim in 2014 as Vice President of Professional Services, bringing 25 years of experience in leading high performing teams and executing business strategies for technology organizations.  In his role at Doxim, Dennis provides professional services leadership and delivery oversight, ensuring that products are implemented for our clients on time and budget. Read more

The Emotional Side of Finance: Responding to Customer Needs

Financial decisionsAs you know, at the Doxim blog, we like to periodically share great articles we’ve found on topics surrounding financial services and the customer experience. This week, a great article by Duena Blomstrom on the Financial Brand website called on banks to consider whether they are genuinely thinking about the role that emotions play in finance.  If you have a few moments you should give it a read; we bet it’ll challenge you to think about customer experience and customer satisfaction in a new way. Read more

Doxim Appears on Branham300 List for Sixth Time

BranhamWe are excited to announce that Doxim has appeared on the Branham300 list for a sixth time. The Branham300 is the definitive listing of Canada’s top public and private  Information and Communication Technology (ICT) companies, as ranked by revenues. We are grateful to the clients , partners, and employees who make our continued growth and evolution possible – we couldn’t do it without you! You can read our Branham300 news release here to learn more.

Doxim integrates PPSA Canada Inc. Functionality into IntelliLender LOS

Cam MarstonWe’re happy to announce that Doxim has extended the capabilities of Doxim IntelliLender Loan Origination System (LOS) by integrating PPSA Canada Inc. functionality into the system. This integration will allow credit union staff to access PPSA Canada Inc’s  Registrations and Searches right from within Doxim LOS, substantially reducing processing efforts and preventing errors by removing manual keying and duplication of information during loan origination. You can learn how this integration makes loan origination simpler and more efficient for your staff and members by reading the full news release.

 

Age Matters: Generation-Savvy Communications get Great Results

Cam MarstonAn Interview by Linda Wittich with Cam Marston of Generational Insights
                                                                   
I met Cam Marston from Generational Insights a few weeks ago at the 2015 FSI OneVoice Conference. I’m fascinated by generational buying differences, but recognize that many financial firms presently choose a single communications strategy across all clients, regardless of age. I asked Cam for an interview to learn more about the Gen-Savvy Financial Advisor. He had some great insights into how financial service firms can begin to target their client communications by generation.

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News and Views for CUs: Marketing Madness in April!

NewsThose of you who have been reading the Doxim blog for a while will know how much we enjoy getting to see great marketing campaigns from credit unions. April has been a busy month for credit union marketers, and we’ve curated a collection of fun articles about their efforts. If your CU is looking for inspiring and cost-effective ways to engage with new and existing members, we invite you to read through the links below.

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