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client onboarding

What are Experiential Portals and How Can You Use Them?

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 […]

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eIDAS and MyDocSafe

MyDocSafe now offers Qualified Electronic Signatures

What is a Qualified Electronic Signature? A qualified electronic signature (QES) is an electronic signature that is compliant with European Union’s so called eIDAS Regulation (No 910/2014) for electronic transactions within the internal European market. In a nutshell, it allows one to verify authorship of an electronic signature. Note that eIDAS requires that no electronic signature should be […]

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MyDocSafe for landlords

3 MDS features that help your real estate business run more efficiently

3 MDS 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 […]

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client onboarding trends

5 Tips For A Successful Client Onboarding Process

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 optimized in every way possible. In this article, we’ll explore some of […]

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