Web forms

April 20, 2022

MyDocSafe has been recognised by FinTech Global as one of the most innovative WealthTech companies in the world

MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Fourth annual WealthTech100 list announced to recognise the tech companies transforming the global investment and banking industries The new WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking […] Read More…

Client onboarding Client portals

Read more →

February 25, 2022

The Soft Underbelly Of The Wealth Management Industry: Part 1

Wealth management is booming – but should the industry be resting on its laurels, or keeping a close eye on the impending issues which threaten to rock this seemingly stable boat? In the first of two articles, we’ll explore the soft underbelly of the wealth management industry – investigating the potential pitfalls which promise to disrupt […] Read More…

Client onboarding Client portals

Read more →

February 25, 2022

The Soft Underbelly Of The Wealth Management Industry: Part 2

In the first of our articles exploring the impending changes gathering on the horizon of the wealth management industry, we examined the evolution of the sector’s audience, the tendency of the industry to drag its heels with regard to digital transformation, and the rise of the younger, agile agencies – already acting to claim the next […] Read More…

Client onboarding Client portals

Read more →

February 1, 2022

5 Ways Onboarding Impacts Long Term Client Engagement

Business is unpredictable. However reliable and well-honed our models and pipelines, the potential for plot twists is never far away. Client-based businesses can still take proactive measures to ensure a more secure future. One of the best ways to guarantee a more dependable sense of security? A focus on high levels of client retention.  When […] Read More…

Client onboarding Client portals

Read more →

December 15, 2021

Maintaining Trust Without Face To Face Interaction As A Wealth Manager

Maintaining Trust Without Face To Face Interaction As A Wealth Manager Trust is arguably the most crucial element in any client relationship, but when finances are on the line, absolute faith is required. In person meetings have always played a valuable role when it comes to relationship-building within Wealth Management, and until recently, face-to-face interactions […] Read More…

Client onboarding Client portals

Read more →

November 23, 2021

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

3 MyDocSafe 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 […] Read More…

Client onboarding Client portals

Read more →

November 18, 2021

The surprising topic dominating the conversation at this year’s Global WealthTech Summit 2021.

The surprising topic dominating the conversation at this year’s Global WealthTech Summit 2021 Recently, MyDocSafe had the pleasure of speaking at the Global WealthTech Summit 2021, one of Europe’s leading WealthTech events.  With a reputation for high quality content spanning the past twenty years, The Global WealthTech Summit is hosted by AltAssets and FinTech Global, […] Read More…

Client onboarding Client portals

Read more →

November 8, 2021

Post Pandemic Business Operations: What’s Changed Forever?

Post Pandemic Business Operations: What’s Changed Forever? Even as life, for many of us, returns to relative normality, the aftershocks of the global Covid-19 pandemic continue to be felt within the professional sphere. In the space of a year, the way that we work was completely deconstructed and reassembled. As a result, certain expectations and […] Read More…

Accounting and bookkeeping Client onboarding

Read more →

October 25, 2021

5 Key Steps To A Successful Business Proposal

5 Key Steps To A Successful Business Proposal Large or small, all deals start with a proposal. As a result, it makes sense to invest in the system you have in place for creating and delivering these crucial accessories to winning new business. When it comes to creating a business proposal, you need a dependable […] Read More…

Accounting and bookkeeping Client onboarding

Read more →