CLIENT PORTALS
Businesses have an increasing need to get closer to their clients and collaborate at any time, from anywhere. Providing a digital experience that is as good as the physical one, is key to a successful client portal.
everything in one place
Streamline your client communications and data exchange through one portal, minimising multiple logins to different systems for clients
Automation & integration
Adopt a solution that integrates with your current platforms so it allows for automation of data exchange & saves time
encourage self serving
Provide clients with 24/7 access to their documents & data, minimising the number of request for information
Improve client relationships
Promote your brand, services and solutions allowing you to give a better client experience, retain clients and win new business
everything in one place
Streamline your client communications and data exchange through one portal, minimising multiple logins to different systems for clients
Automation & integration
Adopt a solution that integrates with your current platforms so it allows for automation of data exchange & saves time
encourage self serving
Provide clients with 24/7 access to their documents & data, minimising the number of request for information
Improve client relationships
Promote your brand, services and solutions allowing you to give a better client experience, retain clients and win new business
Products
A secure Client Portal that enhances user and client engagement through collaborative working.
- Customised and branded
- Cloud or on-premises
- Integrated
- Project Management
- Document & client collaboration
Frequently asked questions
Do you have clients? Do you exchange documents? Then you need a client portal. Email was often used in the past, but in the effort to deliver as good a digital experience as we do a physical one, client portals are the now and the future.
Secure file sharing as it says pretty much only deals with documents and these tend to be for large sets of data or short term sharing. Client portals are for longer transactions and sharing data that is far more than just documents, such as project management, financial information and data intake.
The biggest mistakes are made when we assume that we know what people want. You need to engage with your clients to find out what information is useful and beneficial to them.
This is a common misconception. If client portal solutions are integrated with other core systems then this doesn’t need to be the case.