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Client onboarding and AML/KYC checks through a MyDocSafe worklfow

Automating AML/KYC Compliance

Introduction to AML/KYC Compliance Importance of AML/KYC regulations Streamlining AML/KYC Compliance is crucial for accountants, lawyers, wealth managers, mortgage advisers and other “regulated professions” because they are expensive yet legally required.  They were initially designed to prevent financial crimes such as money laundering, terrorist financing, and fraud.   Increasingly they play an important role in fighting […]

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MyDocSafe Client Portals Dashboard

Client Portal Dashboard – how to make it work for your business

Introduction to Portal Dashboards What is a portal dashboard? Dashboards are everywhere.  Most tell you the bad news:  from those that tell you how much you have spent last week and on what to those that flag information about overdue tasks, missed deadlines and unmet goals.  In the world of traditional CRMs, each client sheet […]

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MyDocSafe electronic signature

Customer Onboarding with Electronic Signatures

Chapter 1: Introduction to Electronic Signatures Understanding the Basics of Electronic Signatures In today’s fast-paced digital world, small businesses are constantly looking for ways to streamline their processes and improve efficiency. One way to achieve this is by integrating electronic signatures into customer onboarding procedures. Electronic signatures offer a convenient and secure way to sign […]

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Communicating with clients via portals mydocsafe

Communicating through client portal software: picking the right tone of voice and medium

Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes.  From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]

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