Technology news for Financial Advisers & Paraplanners
1 Apr 2019
Customer portals are fast becoming a must-have piece of cloud infrastructure that can speed up your work, improve customer experience and reduce your compliance risk.
MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR.
Pricing starts at just £10 per month + VAT for sole practitioners.
- All price plans include unlimited e-signatures and customer portals.
- Ensure no disruption to your business
- You can continue to use the same risk analysis for your clients
- Cloud document management system
- Client portals with embedded chat, e-forms, e-signature and customisable widgets
- Advanced electronic signature with document broadcasting, mail-merge, reminders, and 2-factor authentication
- Automatic filing and full audit trail.
- Onboarding automation (e-form, e-sign, ID check, dd mandate or cc payment)
- Integrates with Outlook, Salesforce, GoCardless, Stripe, Onfido and Dropbox
- Robust API for further integrations
- GDPR: built-in data mapping tool; all data remains in the EU
- Outlook plugin for easy sending of documents for approval, for publishing them to client portals directly from email and for encrypting communication
- White label option available
- Mobile apps for notifications, document upload/viewing and e-signature.
- Sign up clients faster
- Improve GDPR compliance
- Secure client data
- Manage complex customer relationships
- Automate onboarding of customers, employees, or investors.
- Minimise admin time
- Reduce time to revenue
- Flexible pricing based on client volume or transaction volume
- Persistent portals improve customer loyalty
Book a demo here: https://mydocsafe.simplybook.it/v2/#book
Or sign-up by visiting https://panaceaadviser.mydocsafe.com/signin