Recently, with the implementation of the Customer Relationship Model, renewed focus has gone into maintaining up to date customer information. This topic is especially of interest to full service advisors as they have an obligation to ensure the suitability of trades to a particular individual’s situation. However recent events have extended this into the mutual fund space as firms have begun to differentiate themselves from purveyors of product by the quality of advice which they provide. It seems a logical extension that the quality of this advice is contingent on proper understanding of the client’s current state not a retrospective analysis based on where a client was years ago. Read more
Stronger client relationships start with an optimal first impression. For Worldsource Securities, providing a friendly, client-centric onboarding experience is the first step to creating these relationships. But Worldsource’s onboarding process wasn’t living up to their mandate of client service excellence. Instead, it was manual, time-consuming, and slow. Read more
When Westminster Savings & Credit Union needed an alternative approach to the onsite/offsite storage of their lease documents, they chose Doxim’s Document Imaging Solution. They achieved faster and easier access to lease documentation for all staff members and realized a 10 Month ROI. Read more
Our new tips and trick series is designed to help you use Doxim products more efficiently. Every quarter, we’ll share a time saving quick tip with you. Did you know that you can create a view for cheques to show only amounts over $5000 – or any specific amount – for verification? Read more
Join us today, March 27, 2013, from 1:00 – 2:00pm EDT for our complimentary statement marketing webinar. 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.
Last week our CTO, Adam Zimmer, discussed how you can use an onboarding system to complete some of the tasks you might ordinarily automate through a CRM system. One customer service task which can be automated using your onboarding system is customer complaint management.
Recently we’ve been discussing e-signature implementation at leading financial service firms. We talked about one way to leverage e-signature technology for your wealth management firm – through collaborative account opening. The benefits of e-signature extend far beyond this approach, though, and it is no surprise that big firms are starting to take advantage of them.
After deploying Doxim eStatements, PenFinancial realized results that were so impressive, we asked them to share their story.
One of the things I have been seeing over the last few months is an increase in the activity around e-Signature as a part of the onboarding process. e-Signature has been around for a number of years, having started modestly with the signature pads at various retailers. Next, e-Signature technology extended over the internet and was used by on-line brokerages. And now, in the last few months, things have started to accelerate with a few larger institutions endorsing e-signatures in the United States.