DOXIM EXCHANGE

Engaging the new digital customer is rapidly becoming a top priority for financial services leaders, and this journey to digital transformation can be long and complex. This year’s Doxim Exchange Conference is designed to enable you to share ideas, gain insights, and lead change in the new digital economy. Over the course of 2 days, the vibrant Doxim community will come together to explore new ideas and solutions, product updates, learn from subject matter experts, and discover new strategies to improve customer experience and drive loyalty. 

Our Speakers

Chris Rasmussen

President and CEO

Agenda

Why Attend

Customize your experience

Select the sessions you are interested in from 2 tracks specifically for the Wealth Management industry as well as Credit Unions and Banks.

Get to know the team

Meet Doxim executives, product experts, your customer success team and partners.

Lots of networking opportunities to share strategies and ideas on digital transformation. Complement your daytime learning with evening social events.

Collaborate with peers and have a little fun!

Hear about product updates and test-drive one of the many Doxim solutions.

Get the latest updates

Doxim ©Copyright 2018. All rights reserved.

What is Doxim Exchange

Chris Palmer

Vice President, Product Vision & Strategy

Olga Zakharenkava

Vice President, Demand Marketing

Paul Abdool

Vice President, Sales, CFI, Canada

Michael Black

Vice President, Sales, Wealth, Americas

Daniel Shapiro

Vice President, Product Management

This year’s conference will be jam-packed with presentations from the industry leaders and product experts. You’ll come away with new and exciting ideas to help you succeed in the digital age of banking. Plus, you’ll have plenty of time to network with your peers and Doxim team as they conduct panel discussions and share best practices and customer successes.

Doxim is a leading provider of SaaS-based Customer engagement software for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their customer experience, communicate effectively throughout the customer lifecycle and improve cross-sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a customers’ channel preferences. This eliminates costly traditional paper-based, manual processes and enables cost-effective provision of an omni-channel experience that delights customers and improves their long-term loyalty.

Wednesday, June 13

3:00 PM                  

Doxim Executive Customer Advisory Board Meeting 


5:00 pm     

Registration Opens 


6:00 PM 

Welcome to Exchange Reception 


Thursday, June 14

7:30 AM 

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe


8:30 AM 

Keynote & Fireside Chat 


9:30 AM 

Solution Showcase: Doxim Customer Experience Platform Delivers an Omni-Channel Experience Across the Customer Lifecycle  


10:30 AM 

The Partner Pavillion and Sidewalk Solutions Cafe  


11:00 AM    

Wealth - Educational Session

Banks and Credit Unions - Educational Session


11:30 AM    

Wealth - Delivering Next Gen Solutions for Your Wealth Customers 

Banks & Credit Unions - Doxim Announces Our Newest Solution - Sneak Peek! 


12:00 PM   

Lunch & The Partner Pavillion and Sidewalk Solutions Cafe  


1:00 PM    

Wealth - Educational Session

Banks and Credit Unions - Educational Session


1:45 PM   

Wealth - the Rise of Securities-Based Lending  

Banks & Credit Union - Educational Session


2:45 PM   

Wealth - To Infinity and Beyond: What you Can Do with Doxim ECM  

Banks & Credit UnionKYC: Know Your Customer with Strategies and Technology for Better Insight 


3:15 PM   

The Partner Pavillion and Sidewalk Solutions Cafe  


4:00 PM  

Optimizing Your Release Experince: The New Doxim Release Process 


4:45 PM   

Closing Address


6:30 PM 

Client Appreciation & Awards Disruption


Friday, June 15

7:30 AM 

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe 


8:30 AM 

Keynote Address


9:30 AM 

The Partner Pavillion and Sidewalk Solutions Cafe


10:15 AM 

User Group Wealth - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups

User Group CRM - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups  

User Group Loan Origination System - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups


12:00 PM    

Sponsor Pavillon


3:00 PM   

Event Closes


12:00 PM

The Partner Pavillion and Sidewalk Solutions Cafe

3:00 PM

Event Closes

User Group - Wealth: Share Ideas, Gain Insight, and Lead Change at Doxim User Group

Technology is having a massive impact on how companies and consumers are interacting and the financial services industry is leading the way for change. Join this User Group to help shape the future of engaging customers in a digital world. This session will focus on brainstorming and sharing ideas with Doxim Product Management to help set the stage for future enhancement and even new solutions in Wealth Management. 

User Group - CRM: Share Ideas, Gain Insight, and Lead Change at Doxim User Group

Realize the benefits of your Doxim solutions and help shape the future of research and development. Attend this focused user group meeting to connect with Doxim Product Management and your peers to exchange ideas and business challenges, provide critical feedback on technical and functional requirements, and help set the stage for future enhancement and even new solutions. 

User Group - Loan Origination: Share Ideas, Gain Insight, and Lead Change at Doxim User Group

Realize the benefits of your Doxim solutions and help shape the future of research and development. Attend this focused user group meeting to connect with Doxim Product Management and your peers to exchange ideas and business challenges, provide critical feedback on technical and functional requirements, and help set the stage for future enhancement and even new solutions. 

7:30 AM

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe

8:30 AM

Keynote Address

9:30 AM

The Partner Pavillion and Sidewalk Solutions Cafe

Friday, June 15

3:15 PM

The Partner Pavillion and Sidewalk Solutions Cafe

4:00 PM

Optimizing Your Release Experience: The New Doxim Release Process

We have listened to our customers and in this session, you will learn about how Doxim’s release process is evolving to bring more predictability and simplicity to your organization. This is not to be missed by any IT or operational leaders.

4:45 PM

Closing Address

6:30 PM

Client Appreciation Dinner & Awards

KYC: Know Your Customer with Strategies and Technology for Better Insight

The key to engagement is knowing your customers. And what better place to store and work with information on your customers, than in a Customer Relationship Management (CRM) system. This session will focus on how to store key information on a Customer’s Sales, Marketing and Support scenarios, and then to use business analytics tools to organize and create actions from your data. Best practices and the overall direction of CRM will be discussed with examples.

To Infinity and Beyond: What you Can Do with Doxim ECM 

This will be a discussion of the benefits of using the Doxim ECM to engage with your clients. It will include a demonstration of the ECM and some examples of how your business can take advantage of the functionality.




Lunch & The Partner Pavillion and Sidewalk Solutions Cafe

Educational Session

Educational Session





Lunch & The Partner Pavillion and Sidewalk Solutions Cafe

Educational Session

the Rise of Securities-Based Lending

Doxim Securities-Based Lending is Doxim's newest solution to help wealth firms to streamline their business and tap into new revenue opportunities by enabling a fast and easy process for executing securities based loans. 

12:00 PM                             

1:00 PM

1:45 PM





Educational Session

Doxim Announces Our Newest Solution - Sneak Peek! 

Our newest product launch is just around the corner. Get a sneak peek at what we’ve been working on and learn about how it will benefit your members. Look for more details to follow.


Educational Session

Delivering Next Gen Solutions for Your Wealth Customers

Your wealth customers are expecting simple and easy ways to engage with you, your services and the information that is most important to them. In this session we will explore where the Doxim products are headed for wealth customers and what you can expect.

11:00 AM

11:30 AM







 Track: Banks & Credit Unions 


  Track: Wealth 


7:30 AM

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe

8:30 AM

Keynote & Fireside Chat

9:30 AM

Solution Showcase: Doxim Customer Experience Platform Delivers an Omni-Channel Experience Across the Customer Lifecycle

In the digital economy, customer engagement will be key to acquiring and retaining loyal customers. Join Chris Palmer, VP Product Vision & Strategy and his team, as they demonstrate the power of engaging customers across their lifecycle with the Doxim Customer Engagement Platform. You won't want to miss this omni-channel solution demonstration. From acquiring a new customer, to gaining insights for upsell, to onboarding and reporting, this solution showcase will highlight the value of an integrated platform for engaging customers. 

10:30 AM

The Partner Pavillion and Sidewalk Solutions Cafe

Thursday, June 14

3:00 PM

Doxim Executive Customer Advisory Board Meeting (invitation only)

5:00 PM

Registration Opens

6:00 PM

Welcome to Exchange Reception

Wednesday, June 13

2:45 PM










10:15 AM



















Agenda

This year’s conference will be jam-packed with presentations from the industry leaders and product experts. You’ll come away with new and exciting ideas to help you succeed in the digital age of banking. Plus, you’ll have plenty of time to network with your peers and Doxim team as they conduct panel discussions and share best practices and customer successes.

Wednesday, June 13

3:00 PM                  

Doxim Executive Customer Advisory Board Meeting 


5:00 pm     

Registration Opens 


6:00 PM 

Welcome to Exchange Reception 


Thursday, June 14

7:00 AM 

Registration Opens


7:30 AM 

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe


8:30 AM 

Keynote & Fireside Chat 


9:30 AM 

Solution Showcase: Doxim Customer Engagement Platform Delivers an Omni-Channel Experience Across the Customer Lifecycle


10:00 AM 

Credit Unions and Banks - A Canadian Perspective  


10:30 AM 

The Partner Pavillion and Sidewalk Solutions Cafe  


11:00 AM    

Why Accessible Documents – Understanding Compliance and Implementing


12:00 PM   

Lunch & The Partner Pavillion and Sidewalk Solutions Cafe  


1:00 PM    

Wealth - Doxim Customer ATB Shares Their Transformation Story

Banks and Credit Unions - Win the expectations battle: Creating Proactive, Relevant, Omnichannel Customer Relationships 


1:45 PM   

Wealth - Delivering Next Gen Solutions for Your Wealth Customers 


The Rise of Securities-Based Lending  

Banks & Credit Union - Don't Just Listen to Best Practices, Use Them! Copperfin Shares Lessons Learned on Digital Transformation


2:45 PM   

Wealth - To Infinity and Beyond: What you Can Do with Doxim ECM  

Banks & Credit Union - Doxim Announces Our Newest Solution - Sneak Peek! 


3:15 PM   

The Partner Pavillion and Sidewalk Solutions Cafe  


4:00 PM  

Optimizing Your Release Experience: The New Doxim Release Process 


4:45 PM   

Closing Address


6:30 PM 

Client Appreciation & Awards Disruption


Friday, June 15

7:30 AM 

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe 


8:30 AM 

The Changing Face of Finance: Tapping in to the Next Generation


9:15 AM 

Moneyball for the CEO, Analytics to Win!
Make Confident People Decisions for 2018 and beyond.


10:00 AM 

The Partner Pavillion and Sidewalk Solutions Cafe


10:30 AM 

User Group Wealth - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups 

User Group CRM - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups  

User Group Loan Origination System - Share Ideas, Gain Insight, and Lead Change at Doxim User Groups 


12:30 PM    

The Partner Pavillion and Sidewalk Solutions Cafe


3:00 PM   

Event Closes


SPONSORS

Bronze Sponsors

Welcome Reception Sponsors

Awards Dinner Sponsors

Olga Zakharenkava

VP, Demand Generation

Doxim

At Doxim, Olga helps financial institutions grow through improved customer experience & increased engagement. She excels at helping businesses choose the right technology to solve their challenges. Olga spent the past 15 years immersed in digital marketing, including the financial services industry, tech, and leadership, building great products and teams in established enterprises and growing companies.

Sponsors & Exhibitors

Thank you to our Doxim Exchange 2018 sponsors:   

Sponsors & Exhibitors

Director, Solution Consulting

Sean Kennelly

Curly Lippa

Senior Business Development Executive 

Mike Neame

Chief Architect and Director of R&D 

Steve Castrucci

Senior Product Manager

Doxim

Doxim

Doxim

Doxim

Doxim

Doxim

Doxim

Doxim

Doxim

Doxim

Lunch Sponsors

Break Sponsors

Sarah Rea

Director, Social Commitment 

Meridian Credit Union

All work and no play is never on the agenda! Join us as we kickoff the event at the luxurious Adelaide Hotel for cocktails and h’ordervs followed the next night by an evening of social fun and awards. Its going to be a great event, you won’t want to miss it!  

Wednesday, June 13

3:00 PM

Doxim Executive Customer Advisory Board Meeting (invitation only) 

5:00 PM

Registration Opens 

6:00 PM

Welcome to Exchange Reception 

Thursday, June 14

7:00 AM

Registration Opens

7:30 AM

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe

8:30 AM

Keynote & Fireside Chat 

9:00 AM

Solution Showcase: Doxim Customer Engagement Platform Delivers an Omni-Channel Experience Across the Customer Lifecycle

In the digital economy, customer engagement will be key to acquiring and retaining loyal customers. Join Chris Palmer, VP Product Vision & Strategy and his team, as they demonstrate the power of engaging customers across their lifecycle with the Doxim Customer Engagement Platform. You won't want to miss this omni-channel solution demonstration. From acquiring a new customer, to gaining insights for upsell, to onboarding and reporting, this solution showcase will highlight the value of an integrated platform for engaging customers. 

10:00 AM

Credit Unions and Banks - A Canadian Perspective

10:30 AM

The Partner Pavillion and Sidewalk Solutions Cafe 

11:00 AM

Why Accessible Documents – Understanding Compliance and Implementing

For those that are blind, partially sighted or have a cognitive disability, access to accessible electronic document availability is still challenging. There are new emerging regulations that are sweeping the world. In Canada, organizations must consider AODA, AMA, the Accessibility Act, and the Charter of Rights and Freedoms to name a few. If you are creating client based content such as personal and confidential statements and your web site is being updated, accessibility should be important to you. We’ll discuss the regulations and best practices to ensure you are meeting your regulatory obligations while also keeping your clients as lifelong clients.

12:00 PM

Lunch & The Partner Pavillion and Sidewalk Solutions Cafe 


Track: Wealth

Track: Banks & Credit Unions

1:00 PM

ATB is Customer Obsessed: Strategies for Making Banking and Investing Work for People

Core to ATB's mission and principles was to "make banking work for people" and not the other way around. Being "customer obsessed" required examining the experiences they were providing and overhauling legacy processes that were archaic and costly. Join Dana Johnston, ATB Senior Manager of Operations, as she shares their digital transformation journey and agile mindset. Dana will discuss key projects benefits such as going paperless, a new digital engagement platform for clients, and rebranding and reshaping communications for the ultimate in customer experience.

Win The Expectations Battle: Creating Proactive, Relevant, Omnichannel Customer Relationships

Expectations in the digital age are escalating. Increasingly, consumers expect their credit union to know their needs and service them on their own terms. By capturing a comprehensive view of a household's holdings, sales and marketing interactions and support activities, Customer Relationship Management (CRM) can help you anticipate your members' needs - and create personal, engaging interactions across their journeys on any channel. Best practices and overall direction of CRM will be discussed with examples.

1:45 PM

Delivering Next Gen Solutions for Your Wealth Customers 

Your wealth customers are expecting simple and easy ways to engage with you, your services and the information that is most important to them. In this session we will explore where the Doxim products are headed for wealth customers and what you can expect.


The Rise of Securities-Based Lending 

Doxim Securities-Based Lending is Doxim's newest solution to help wealth firms to streamline their business and tap into new revenue opportunities by enabling a fast and easy process for executing securities based loans. 

Don’t Just Listen to Best Practices, Use Them! Copperfin Shares Lessons Learned on Digital Transformation 

You hear about best practices, you research software, you choose a solution and then it is time to implement it. Do you customize your new solution to fit the way you've always done business? Or do you take the opportunity to improve based on the research-based processes that industry leaders have already developed and fine-tuned? Join Copperfin Credit Union leaders Pasi Pinta, Senior Vice President, Technology, Kris Mork, VP Process & Systems and Doxim’s Paul Abdool, VP Sales as they discuss the exercise of preparing for digital disruption. Key topics will include leaning out processes before automating legacy processes, member journey mapping to maximize the user experience and change management through activity cataloging to ensure all technology users will adopt the new way of doing things. 

2:45 PM

To Infinity and Beyond: What you Can Do with Doxim ECM 

This will be a discussion of the benefits of using the Doxim ECM to engage with your clients. It will include a demonstration of the ECM and some examples of how your business can take advantage of the functionality.

Doxim Announces Our Newest Solution - Sneak Peek! 

Our newest product launch is just around the corner. Get a sneak peek at what we’ve been working on and learn about how it will benefit your members. Look for more details to follow. 

3:15 PM

The Partner Pavillion and Sidewalk Solutions Cafe 

4:00 PM

Optimizing Your Release Experience: The New Doxim Release Process 

We have listened to our customers and in this session, you will learn about how Doxim’s release process is evolving to bring more predictability and simplicity to your organization. This is not to be missed by any IT or operational leaders. 

4:45 PM

Closing Address 

6:30 PM

Client Appreciation Dinner & Awards 

Friday, June 15

7:30 AM

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe 

8:30 AM

The Changing Face of Finance: Tapping in to the Next Generation 

Understanding the millennial generation and their impact on business has been a critical topic of conversation over the past few years. With millennials now making up the majority of the workforce and Gen Z right on their toes, organizations are striving to adapt strategies and technologies in order to meet the needs of a new digital consumer and incoming tech savvy employee. Join Sarah Rea, Senior Manager, Corporate Social Responsibility at Meridian Credit Union and Member of the National Young Leaders Committee for Canadian Credit Unions. Sarah will share insights on adapting for a new generation and highlight new digital and local initiatives by Meridian and its partners designed to capture and engage the next generation. 

9:15 AM

Moneyball for the CEO, Analytics to Win!
Make Confident People Decisions for 2018 and beyond.


David Lahey, the President and Founder of Predictive Success Corporation helps companies select and hire the right people to fit with their corporate culture using behavioural analytics. Understanding the science of human analytics will allow leaders to grasp how their own management styles resonate with those of their team members and what actions and conversations need to take place to motivate, empower and retain employees. Predictive Success empowers leaders with the data and skills to maximize their investments in their people. Their team of management consultants will solve your people challenges and teach your leaders to dramatically improve their hiring process and their management through people mandate.

10:00 AM

The Partner Pavillion and Sidewalk Solutions Cafe

10:30 AM

User Group - Wealth: Share Ideas, Gain Insight, and Lead Change at Doxim User Group 

Technology is having a massive impact on how companies and consumers are interacting and the financial services industry is leading the way for change. Join this User Group to help shape the future of engaging customers in a digital world. This session will focus on brainstorming and sharing ideas with Doxim Product Management to help set the stage for future enhancement and even new solutions in Wealth Management.

User Group - CRM: Share Ideas, Gain Insight, and Lead Change at Doxim User Group 

Realize the benefits of your Doxim solutions and help shape the future of research and development. Attend this focused user group meeting to connect with Doxim Product Management and your peers to exchange ideas and business challenges, provide critical feedback on technical and functional requirements, and help set the stage for future enhancement and even new solutions.

User Group - Loan Origination: Share Ideas, Gain Insight, and Lead Change at Doxim User Group 

Realize the benefits of your Doxim solutions and help shape the future of research and development. Attend this focused user group meeting to connect with Doxim Product Management and your peers to exchange ideas and business challenges, provide critical feedback on technical and functional requirements, and help set the stage for future enhancement and even new solutions. 

12:30 PM

The Partner Pavillion and Sidewalk Solutions Cafe 

3:00 PM

Event Closes 

ATB Securities Inc.

Senior Manager, Operations 

Dana Johnston

Crawford Technologies Inc.

Director, Document Accessibility Solutions

Dennis Quon

Copperfin Credit Union 

Senior Vice President, Information Systems 

Pasi Pinta

Predictive Success

President & CEO

David Lahey

Brand Sponsors

Breakfast Sponsors

Silent Auction Sponsors

Leger

Peter Skrastins

Research Director