Proactively managing your clients, using a Client Portal

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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 to proactively managing your clients.

Agenda

Speakers

Damian Jeal

NIKEC SOLUTIONS

Managing Director

Rebecca Welsh

NIKEC SOLUTIONS

Account & Marketing Manager

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..

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