Beyond questionnaires – the benefits of using data onboarding tools In today’s digital landscape, software companies are constantly competing to gain new clients and maintain existing ones. One way they can stand out from the competition is by offering clever data onboarding tools. These tools help software companies entice clients away from competitors by making […]
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 […]
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 […]
How to pick your document security software
Why you need easy documents sharing Teamwork and collaboration are the heart of any organisation. The ability to quickly and effectively share information across your company can make or break you in today’s world. This used to be a time consuming laborious process. Everyone over the age of 40 will surely remember lining up to […]