Insights and updates from MyDocSafe
3 Predictions For The Future Of Wealth Tech Wealth management is in the process of undergoing accelerated digitisation. A great deal of change means a great deal of opportunity – and the need to stay one step ahead of the game when it comes to the tools that can help you succeed as a wealth […] Read More…
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5 Tips For A Successful Client Onboarding Process The need to see new accounts securely and efficiently onboarded is an essential part of modern client-based business. As with any necessary business procedure that repeats regularly, the process of client onboarding should be optimised in every way possible. In this article, we’ll explore some of the […] Read More…
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5 Key Steps To A Successful Business Proposal Large or small, all deals start with a proposal. As a result, it makes sense to invest in the system you have in place for creating and delivering these crucial accessories to winning new business. When it comes to creating a business proposal, you need a dependable […] Read More…
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Digital Signatures In A Post-Pandemic Landscape Were wet signatures yet another victim of COVID-19? The accelerating effect that the global pandemic had upon digital transformation (and indeed, upon digital customer interactions more generally) is undeniable. As lockdowns started to spread, digital signatures became an overnight necessity for many businesses – but their use threw issues […] Read More…
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4 Ways MyDocSafe eForms Help Transform Your Customer Experience In the wake of digital transformation accelerated by a global pandemic, businesses are increasingly turning to smart, adaptive digital tools, in order to meet the rising expectations of their customers and clients. When it comes to efficiency and functionality, eForms represent something of a “Swiss army […] Read More…
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MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship. Wealth management is an area in which trust, transparency and efficiency of process are of paramount importance. On top of the need to handle a complex combination of accounts (sole, joint, ISAs, JISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor […] Read More…
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What are client portals? A client portal allows companies to securely exchange information and interact with its customers through a web browser. Usually, it takes the form of a secure area in the cloud, accessible through a company’s website, where a client can log in and can access information, documents, data and can interact with […] Read More…
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As accountants and bookkeepers, you walk a tightrope. Every day you deal with engagement letters, annual reports, payslips, payroll reports and more. On one hand, you want to give your clients easy access to their data, in a clear and “on demand” fashion. On the other, you’re bound to handle this data in a compliant […] Read More…
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Data protection after Brexit is a complex and evolving topic that is not good news to UK business. SMBs are likely to be hardest hit with larger companies. The main problem is that data protection is not dealt with in much detail in the Trade Agreement, although it includes a ‘temporary bridge’ mechanism for the […] Read More…
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