Insights and updates from MyDocSafe
If you are reading this and it is still holidays, it is likely that you are sitting in an empty office or working from home, while most of your colleagues took off for the beach.  If that is the case, this article is for you, if only to cheer you up a little. Not everyone […] Read More…
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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 […] Read More…
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How to get a brief you are happy with Do you ever struggle to procure a brief from your clients that you are happy with? Or is the information you get often either incorrect or incomplete? Getting the right brief is the battle half won: you have all the information required to provide a quote […] Read More…
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AI is here. Some of you have tried midjourney to generate images (the image associated with this post is one of them), asked chatgpt to write an assay, or used copilot to generate snippets of computer code.  AI is already impacting some creative professions, education and IT.  How will AI be used by software vendor […] Read More…
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The Legalities of Electronic Signatures: What You Need to Know  In the digital age, the way we sign important documents is changing dramatically. With the click of a button, we can now sign contracts, agreements, and even tax forms electronically. But how legally binding are these electronic signatures? As the use of these signatures […] Read More…
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How to Create a Client Portal That Will Wow Your Customers As a business owner or service provider, you likely know the importance of providing easy access to your services and information to your clients. However, with so many clients and a busy schedule, keeping up with their demands can be overwhelming. The solution? A […] Read More…
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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 […] Read More…
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Are you fed up when clients keep sending you confidential information through unencrypted email?  Have your customers complained that you are not offering a secure alternative? Despite security conserns we continue using unencrypted email for business. Encrypted email services are still rather cumbersome to use and even though they are widely available, are still limited […] Read More…
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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 […] Read More…
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