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 […]
MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship.
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, foreign stock trading…) comes the requirement for top level security and professionalism. Factor in […]
Accountancy DMS Balancing Act: Access Vs Security In Client Data
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 […]
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 […]