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Doxim

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This week at the Doxim blog: Tips and resources for managing your CRM 2 reporting obligations. http://ow.ly/PHwlE
At 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
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New at the Doxim blog – A few great articles for #advisors to read this weekend http://ow.ly/OeZfB #ThinkAdvisor
As 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
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Today on the Doxim blog: a few quick tips to make an emotional connection with your clients:
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
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Doxim announces the integration of great new functionality from PPSA Canada Inc. into Doxim IntelliLender Loan Origination System (LOS), making loan origination simpler than ever before. 
We’re happy to announce that Doxim has extended the capabilities of Doxim IntelliLender Loan Origination System (LOS) by integrating PPSA Canada Inc.
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Today on the Doxim blog: Great marketing strategies from credit unions. Get your inspiration here! 
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Doxim heads for #SIFMAOps next week to discuss key issues facing operations professionals:
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Hey credit unions, is it time to take some first steps on that new task? 
The author, Neen James, reminds credit union leaders that “If you constantly wait to make something perfect the world won’t see it.
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This week at the Doxim blog, meet our VP of Professional Services, Dennis Brink: 
Dennis joined Doxim in 2014 as Vice President of Professional Services, bringing 25 years of experience in leading high performing teams and executing business
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Doxim appears for the sixth time on the Branham300 list of Canada’s top public and private  Information and Communication Technology (ICT) companies, as ranked by revenues. 
Doxim, a leading provider of Customer Communications Management software for the financial services industry, today announced that is has been included in the
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Recently, Cam Marston of Generational Insights sat down with our own Linda Wittich to talk about generation-savvy approaches to client communications. He shared some great insights! To learn how generation-specific strategies can improve your client relationships, attract new clients and grow your business, we invite you to check out our blog!
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Today at the Doxim blog: “Go Digital to Help Your Advisors Win over Self-Directed Investors”:
In a recent report entitled “Think Digital First: Helping Self-Directed Investors Embrace Personal Advice,” CEB TowerGroup analysts identify an opportunity for
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Broadridge and Doxim have partnered to launch  an “Intelligent Reports” solution that will enable brokers and dealers to comply with upcoming CRM Phase 2 regulatory requirements. Learn more:
Broadridge today announced that it has partnered with Doxim to launch a new reporting solution that allows investment brokers and dealers to meet upcoming fee
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Statement solutions and Enterprise Content Management
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Doxim helps financial service providers to create, deliver and manage business critical documents and content more efficiently and cost effectively, enhancing their customers’ experience.