6 steps to smarter collaboration using a client portal

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The Session

Now clients are being supported remotely, they want to feel listened to, valued and effectively communicated to. It’s important to deliver clients with smart collaboration and figuring out how can be tricky.

Join Damian & Rebecca as they guide you through the 6 steps to achieve smarter collaboration with your clients, by making every interaction matter.

Agenda

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..

Speakers

Damian Jeal

NIKEC SOLUTIONS

Managing DIrector

Rebecca Welsh

Nikec Solutions

Account and Marketing Manager

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