How to Create a Client Portal That Will Wow Your Customers As a business owner or service provider, you likely know the importance of providing easy access to your services and information to your clients. However, with so many clients and a busy schedule, keeping up with their demands can be overwhelming. The solution? A […]
The benefits of using data onboarding tools
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 […]