The latest from Doxim

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Operational or analytical? The right CRM is both

Many organizations think of CRM solutions as just an analytical tool for marketers or an account management tool for service departments… But, in fact, the right CRM can help you achieve organization-wide operations and compliance [...]

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CRM for financial growth: A leader’s perspective

Studies indicate that the ROI on a CRM system can be as high as $8.70 per dollar spent (Nucleus Research, 2014). That’s a pretty impressive return on investment for a technology solution, and [...]

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Doxim hosts annual client conference and networking event

Doxim® (, a leading provider of customer engagement and content management SaaS solutions for financial services organizations, today announced that it will host its annual conference and networking event, Doxim Exchange, next [...]

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