Blog

MyDocSafe at WealthTech

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 […]

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client onboarding

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 […]

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mydocsafe integrations

MyDocSafe integrates with Act! Premium (Desktop)

MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) . Newcastle upon Tyne and Bedford, UK  — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the […]

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