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 […]
4 Ways MyDocSafe eForms Help Transform Your Customer Experience
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 […]
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, JISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor […]
A definitive guide to client portals
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 […]