What are Experiential Portals and How Can You Use Them? In today’s digital world, it is essential for businesses to have the right tools for managing their data and transactions. One may wonder how to create a client portal in WordPress, Squarespace or Wix, which may be enough for an ecommerce platform but professional services […] Read More…
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MyDocSafe is attending Web Summit Lisbon. Come and talk to us at Web Summit in Lisbon on the 1st of November 2022. If you have workflows to automate, whether they are related to customer onboarding, document approvals, complex transactions then do reach out to us via the Web Summit app to arrange a meeting. We […] Read More…
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MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) . Newcastle upon Tyne and Bedford, UK — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the […] Read More…
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MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Fourth annual WealthTech100 list announced to recognise the tech companies transforming the global investment and banking industries The new WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking […] Read More…
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Wealth management is booming – but should the industry be resting on its laurels, or keeping a close eye on the impending issues which threaten to rock this seemingly stable boat? In the first of two articles, we’ll explore the soft underbelly of the wealth management industry – investigating the potential pitfalls which promise to disrupt […] Read More…
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In the first of our articles exploring the impending changes gathering on the horizon of the wealth management industry, we examined the evolution of the sector’s audience, the tendency of the industry to drag its heels with regard to digital transformation, and the rise of the younger, agile agencies – already acting to claim the next […] Read More…
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Business is unpredictable. However reliable and well-honed our models and pipelines, the potential for plot twists is never far away. Client-based businesses can still take proactive measures to ensure a more secure future. One of the best ways to guarantee a more dependable sense of security? A focus on high levels of client retention. When […] Read More…
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Maintaining Trust Without Face To Face Interaction As A Wealth Manager Trust is arguably the most crucial element in any client relationship, but when finances are on the line, absolute faith is required. In person meetings have always played a valuable role when it comes to relationship-building within Wealth Management, and until recently, face-to-face interactions […] Read More…
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3 MyDocSafe features that help your real estate business run more efficiently Commercial real estate stands at something of a crossroads. The industry has undergone some significant changes in recent years, in terms of the impact of sectoral stress brought on by the pandemic, but also with regard to the evolution of client expectations, as […] Read More…
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