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 opening software, today announced it […]
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 Marijuana Related Businesses (MRBs).
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 price alone. Based on this, to stand out, it becomes necessary to differentiate yourself in the market as the bank of choice.
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 detect these breadcrumbs you will learn what matters most to your client. This will allow you to engage with your client at a much deeper level.
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 bankers, BSA officers and business executives to gain a client’s trust.
