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.
A secure Client Portal that enhances user and client engagement through collaborative working.
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.