Automate the Complexities of Securities-Based Lending

On-Demand Webinar

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;

  • The rise of securities-based lending and emerging opportunity
  • Why legacy processes and treating SBL as an "accommodation" will no longer work
  • How the right technology solution can improve SBL onboarding and reduce your costs
  • We will demonstrate, how Doxim Securities-Based Lending Solution will get you to market faster with an automated approach

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Webinar Panelists

Curly Lippa
Senior Business Development Executive

Mike Neame
Chief Architect and Director of R&D