Beyond questionnaires – the benefits of using data onboarding tools In today’s digital landscape, software companies are constantly competing to gain new clients and maintain existing ones. One way they can stand out from the competition is by offering clever data onboarding tools. These tools help software companies entice clients away from competitors by making […]
A secure document upload link – what is it and how to use it
Are you fed up when clients keep sending you confidential information through unencrypted email? Have your customers complained that you are not offering a secure alternative? Despite security conserns we continue using unencrypted email for business. Encrypted email services are still rather cumbersome to use and even though they are widely available, are still limited […]
Meet us at Digital Integration In Wealth Management 2023 Conference
MyDocSafe is attending Digital Integration In Wealth Management 2023 at the Royal Lancaster Hotel (21/22 02 2023) Come and talk to us at the Digi Wealth in London on the 21st and 22nd of February. If you have workflows to automate, whether they are related to customer onboarding, document approvals, or complex transactions then do […]
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 […]