The latest from Doxim

- by Paul Abdool, Doxim

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 credit unions. In response to the ongoing emergence of FinTechs and digital banks, and the increasing expectations of tech-savvy customers, [...]

- by Doxim

Adapt and thrive: 3 top trends in client onboarding for 2018

The wealth management marketplace is changing fast! With the arrival of FinTech challengers, the changing expectations of tech-savvy customers, and the shifting regulatory environment, wealth management leaders are being challenged to identify what the top [...]

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