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 […]
Data protection after Brexit – what now?
Data protection after Brexit is a complex and evolving topic that is not good news to UK business. SMBs are likely to be hardest hit with larger companies. The main problem is that data protection is not dealt with in much detail in the Trade Agreement, although it includes a ‘temporary bridge’ mechanism for the […]