MyDocSafe is attending Web Summit Lisbon. Come and talk to us at Web Summit in Lisbon on the 1st of November 2022. If you have workflows to automate, whether they are related to customer onboarding, document approvals, complex transactions then do reach out to us via the Web Summit app to arrange a meeting. We […]
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 […]
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 […]
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 […]