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 […]
Client onboarding in the time of a pandemic
Coronovirus forced a lot of professional services firms to rethink the way they onboard their clients. Due to social distancing rules, face-to-face interactions are no longer the preferred way of conducting KYC checks, renewing contracts or selling. These processes have to migrate online for a business to continue growing and retaining its customer base. Digital transformation is […]
