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WebSite CRM

How to Get Buy in for Your CRM Project

Has your financial institution avoided adopting CRM? Or do you have an older CRM solution that has quietly slipped out of use? If you are considering raising the topic of modern CRM with your leadership team, here are a few ways to pitch the topic effectively:

January 18, 2018

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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

data

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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