The Session
Join Damian & Rebecca, as they explore why firms are now investing in Client Portals and how they are more than just sharing documents. During the 30min session, we will help you to understand the different levels of Client Collaboration, why it’s important to provide your clients with the best and how.
Agenda
- Why Client Portals are more than just file-sharing
- The 5 Levels of Client Collaboration
- Why integrations are key: A centralised point of access for your clients
- Unseen demo of Hubshare's V3.1 release
- Demo of Hubshare's DMS, Office, and Finance systems integrations
- Q&A
Register to watch
Speakers
Damian Jeal
NIKEC SOLUTIONS
Managing Director
If you have clients and exchange documents – Then you need a client portal. Email was often used in the past, but in an effort to deliver a digital experience as good as a physical one that needs to change. Client portals are the future. Collaboration Portal Hubshare is a powerful secure file sharing platform that allows professionals to collaborate more effectively.
Secure file sharing pretty much only deals with documents and these tend to be large sets of data or short term sharing. Client portals are for longer transactions and sharing data that is far more than just documents..