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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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mydocsafe wealthtech

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 […]

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