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Strategy Before Structure
Imagine this scenario: A bank executive meets with an innovative and forward-thinking tech leader and is immediately taken in by their offering. They think it

Freedom from the Core: Taking Back Control of Your Tech Stack
Community banks in today’s world are feeling a lot of technology pressure: they know they need to innovate to keep up with bigger banks and

DocFox: A Modern Solution for Commercial Banks
When the co-founder and CEO of DocFox, Ryan Canin, set out to build a software development company specializing in financial services, he couldn’t have known

DocFox named Best RegTech Startup in 2022 FinTech Breakthrough Awards
Premier business account opening fintech solution awarded for excellence in RegTech BOSTON, Mass., Mar. 22, 2022 – DocFox, the leading provider of automated business account

Automated account opening for complex entities…. Yes, it exists!
Adhering to the Bank Secrecy Act (BSA) can be an onerous and intensive task, and even more so for those financial institutions who are banking

How to effectively communicate your value to your clients
Banking has never been more competitive and so, it is increasingly becoming challenging for community banks and credit unions to compete with bigger banks on

The five categories of breadcrumbs: identifying important hints in conversations
Every time your client makes a statement, they drop a hint, a “breadcrumb”. Stop, pick it up and seek to discover more. If you can

6 simple steps to become a great listener and build better client relationships
DocFox recently held a Banking Masterclass where Eric Maddox, expert in the art of empathy based listening shared how this technique can be used by