Automate the Complexities of Securities-Based Lending
In today’s fast-paced competitive environment, advisors do not have time for lengthy paper-based processes, back and forth data collection with clients, and tedious steps in order to grow their business.
Watch this webinar to discover how Doxim Securities-Based Lending can streamline the onboarding experience and reduce operating costs associated with securities-based lending.
In this webinar we will demonstrate;
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Senior Business Development Executive
Chief Architect and Director of R&D