Doxim Webinar Series

In this series of informative webinars, Doxim Product Specialists share best practices related to document management and client onboarding solutions and strategies, and discuss the real life application of these technologies. Our webinars are designed to be engaging, informative and interactive and will provide you with the information you need to make the right decisions about document and onboarding strategies in your organization. And they are all available as on-demand recordings to view at your convenience. Simply select a webinar, register, and an email link will be sent to you so you can view the webinar content any time, 24/7.

Webinar Topics

Client Onboarding: Effectively Managing the Client Lifecycle

The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture.

In this complimentary webinar we discuss:

  • 3 stages of on-boarding
  • Client on-boarding best practices,
  • Our on-boarding solution, Doxim OpenAdvantage

View Recorded Webinar

A Roadmap to Client On-boarding Success

In this second installment of our popular webinar series on client onboarding, we’ll discuss how to create a memorable first impression for your clients by automating and optimizing your client onboarding process. We’ll talk about how client onboarding automation can help you respond to ever increasing regulatory requirements, particularly those surrounding suitability and know your client documentation. And we’ll talk about how to get more value from your client onboarding solution by automating critical business processes outside of account opening.

Looking for a client onboarding solution? We’ll talk about the pitfalls of the “build your own” approach, and give you a list of key technical features your onboarding system MUST offer to be successful.
Key topics we’ll discuss include:

  • Back office integrations – a key part of implementation success
  • Installation on premises, or SaaS? How to choose.
  • Client controlled configuration – why this matters

Finally, we’ll wrap up by discussing the recent movement towards acceptance of e-signature technologies in the wealth management field, and what that means for your onboarding project.

View Recorded Webinar

Statements 2.0: The Statement Marketing Revolution

Many companies today just don’t have the resources to create truly engaging and memorable customer marketing campaigns. Creating these customer experiences, however, can become much easier by using the tools that you already have at your fingertips.

Next generation statements, which we’ve coined as Statements 2.0, is the catalyst to creating budget conscious, but highly engaging marketing campaigns when used in tandem with marketing best practices.
Join us in this complimentary webinar as we reveal the best practices of integrated marketing through statement based advertising.
Key topics covered include:

  • Market Dynamics and Demographics
  • Targeted Ads and Landing Page Best Practices
  • The Importance of A/B Testing
  • How to Measure and Tracking Success

View Recorded Webinar

Better Looking Statements: Unleash Your Statements True Potential

Statements are often viewed as a summary of transactions and balances that is just a part of doing business. However, transactional documents such as statements deserve much more attention than the previous observation may suggest. They are the one key communication piece that gets delivered to the majority of your customers on a consistent/predictable basis.

In this complimentary webinar and we discuss how optimizing your statement to their full potential can:

  • drive new and incremental revenue
  • improve brand perception and the customer experience
  • drive down reoccurring costs

If you organization is experiencing difficulties with getting your marketing messages to the right audience, increasing volumes of statement related complaints, diminishing customer satisfaction ratings or unsustainable costs associated with your monthly statements then this is the webinar you definitely want to attend.

View Recorded Webinar

eStatement Adoption: Winning Strategies to Encourage eDelivery

Having an electronic statement (eStatement) has become a staple for many financial organizations, but most do not have a well-defined strategy or plan to drive adoption beyond simply offering this as an alternative to paper statements.

In this complimentary webinar we will reveal:

  • How eStatements can reduce costs and drive revenue
  • How to drive eDelivery adoption– overview of the various approaches to encourage opt-in
  • Client Success Stories – winning strategies and tactics that helped organizations increase eStatement adoption levels

View Recorded Webinar

Enterprise Risk Management: Building An ERM Framework

Enterprise Risk Management (ERM) is much more than a means to ensure regulatory compliance. It constitutes a set of methods and processes that go together to help an organization perform as planned against its objectives. The objective of risk management is not to prevent people from taking risk, but to allow people to understand and manage the risks that they take.
Join us for this complimentary webinar as Doxim in partnership with MNP discuss how to develop a successful ERM framework and showcase how our solution, Doxim RiskManager, helps organizations effectively manage their ERM program.
Key topics covered include:

  • ERM Regulatory Landscape
  • Building an ERM Framework
  • Risk Identification and Monitoring
  • Doxim RiskManager Demo

View Recorded Webinar

Document Imaging: Capturing The Right Information

Most credit unions today still store the vast majority of member centric information as hard copy documents in ranks of filing cabinets in the back room or in some remote off-site storage location. Through the course of business many of these documents end up misplaced, lost or forgotten on someone’s desk.

Document imaging helps avoid these problems, by enabling you to capture all your documents electronically and store them online in a secure and easy to access repository.

In this webinar we’ll walk you through what you need to know when considering a document imaging strategy, answering questions like:

  • Why should my organization consider document imaging?
  • How do we get started moving critical business documents online?
  • What practical and technical considerations do we need to be aware of?
  • What benefits can we expect to see?

View Recorded Webinar

Client Onboarding: Effectively Managing The Client Lifecycle

The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture.

In this complimentary webinar we discuss:

  • 3 stages of on-boarding
  • Client on-boarding best practices,
  • Our on-boarding solution, Doxim OpenAdvantage

View Recorded Webinar

Doxim Annual Tax Season Services For Wealth Management Firms
Is your staff burdened with increased volumes and complexity of the annual tax form mailing process? Are your clients requesting more timely access to their tax form information? Attend this webinar and learn how you can eliminate these and many other pain points during the year-end tax season with Doxim Tax Pack.

Doxim Tax Pack includes:

  • Data services
  • Print and mail services
  • Custom forms (CRA approved)
  • Electronic archiving services
  • Online Information centre

The Doxim Tax Pack service provides complete tax form production, archiving and communication services allowing wealth management organizations across Canada to focus on their core operations. The experienced Doxim team works directly with data providers and delivers finished documents to Canada Post and document archiving systems and keeps you (our clients) informed at all times.

View recorded webinar here.


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