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Expert Insights – Paul Barter on Trends Shaping the Future of Finance, Part 2

Today, I’m sharing more insights from my chat with futurist Paul Barter about the future of community finance. For those just tuning in – Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society. You can find the first part of our interview here.

November 13, 2017

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Expert Insights – Paul Barter on Trends Shaping the Future of Finance, Part 1

I recently had the opportunity to sit down with futurist Paul Barter for a chat about the future of community finance. Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society.

November 9, 2017

data

Data Analysts: The Scientists Behind the Art of Community Finance

Banks and credit unions run on data. But given how much data there is, and how difficult it is to get it all in one place, providing insights to the people who need them to make informed decisions for the best future of your organization and its customers is a full time job. Your full time job! So, you, the data analyst, run the place, but doesn’t it feel sometimes that nobody understands how you really do this?

November 8, 2017

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Doxim Vision Series: Chris Rasmussen on Taking a Long View for Client Success

The financial services industry is changing fast. In this environment, technology vendors are challenged to continuously calibrate their product development strategy to keep pace with the changing requirements of their client base. We at Doxim® embrace this challenge and are inspired by it every day. We believe the real advantage we can provide to our clients lies in the way we go further, by identifying and responding to anticipated needs before the market even expresses them.

November 3, 2017

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Why CRM needs to be in your 2018 tech budget

2018 promises to be a year of both new opportunities and new competitive threats for community banks. In response to the ongoing emergence of FinTechs and digital banks, and the increasing expectations of tech-savvy customers, community bank leaders are seeking practical ways to improve their go-to-market strategies and their customer experience across all channels (including in-branch, phone, website, and mobile banking).

October 31, 2017

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You Asked, We Answered: New Doxim CRM Release Q&A

Doxim is proud to work with over 1,500 financial services organizations, and with this comes responsibility not only to take care of our customers, but also to continuously calibrate our product strategy to keep pace with the industry requirements. Moreover, over the past 20 years we’ve seen the market evolve so rapidly that we push ourselves to build the future, by including anticipated needs in our vision.

October 27, 2017

Doxim Vision Series: Chris Palmer on Growth-Oriented Product Development

Doxim is proud to work with over 1,500 financial services organizations, and with this comes responsibility not only to take care of our customers, but also to continuously calibrate our product strategy to keep pace with the industry requirements. Moreover, over the past 20 years we’ve seen the market evolve so rapidly that we push ourselves to build the future, by including anticipated needs in our vision.

October 20, 2017

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At Doxim, Data Security is Job #1

Today, more than ever, your customers are concerned with data security and integrity – in fact, a recent FICO trend study found that nearly 50% of consumers surveyed said their top concern was identity theft or banking fraud.

October 19, 2017

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