Understanding the ‘Need to Know’ Data Access Principle The ‘Need to Know’ data access principle is a fundamental security concept designed to limit access to sensitive information. Under this principle, individuals or entities are granted access only to the data necessary for them to perform their specific tasks or roles. This approach minimises the risk […] Read More…
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MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […] Read More…
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Defining a library of workflow templates. A library of workflow templates is a collection of pre-designed, standardised, and reusable workflow structures that businesses or individuals can use as a starting point for various processes and tasks. These templates are typically created to streamline and automate common business processes, saving time and ensuring consistency in how […] Read More…
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Emailng your clients – do I need to worry about consent rules? Current requirements for obtaining consent before sending someone an email have become increasingly stringent in recent years, driven by concerns over privacy and data protection. In many jurisdictions, including the European Union under the General Data Protection Regulation (GDPR) and similar regulations worldwide, […] 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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