Post Pandemic Business Operations: What’s Changed Forever? Even as life, for many of us, returns to relative normality, the aftershocks of the global Covid-19 pandemic continue to be felt within the professional sphere. In the space of a year, the way that we work was completely deconstructed and reassembled. As a result, certain expectations and […]
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 […]
Client onboarding in the time of a pandemic
Coronovirus forced a lot of professional services firms to rethink the way they onboard their clients. Due to social distancing rules, face-to-face interactions are no longer the preferred way of conducting KYC checks, renewing contracts or selling. These processes have to migrate online for a business to continue growing and retaining its customer base. Digital transformation is […]