Beyond questionnaires – the benefits of using data onboarding tools In today’s digital landscape, software companies are constantly competing to gain new clients and maintain existing ones. One way they can stand out from the competition is by offering clever data onboarding tools. These tools help software companies entice clients away from competitors by making […] Read More…
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MyDocSafe is attending Digital Integration In Wealth Management 2023 at the Royal Lancaster Hotel (21/22 02 2023) Come and talk to us at the Digi Wealth in London on the 21st and 22nd of February. If you have workflows to automate, whether they are related to customer onboarding, document approvals, or complex transactions then do […] Read More…
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What are Experiential Portals and How Can You Use Them? In today’s digital world, it is essential for businesses to have the right tools for managing their data and transactions. One may wonder how to create a client portal in WordPress, Squarespace or Wix, which may be enough for an ecommerce platform but professional services […] Read More…
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Why you need easy documents sharing Teamwork and collaboration are the heart of any organisation. The ability to quickly and effectively share information across your company can make or break you in today’s world. This used to be a time consuming laborious process. Everyone over the age of 40 will surely remember lining up to […] Read More…
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Every business needs to maximize its potential for success. For professional services companies, that often means finding ways to upsell existing clients on additional services. Client portals may just be the answer to that challenge. Let’s take a closer look at why client portals are so effective and how they can help your business grow. […] Read More…
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What is a Qualified Electronic Signature? A qualified electronic signature (QES) is an electronic signature that is compliant with EU so called eIDAS Regulation (No 910/2014) for electronic transactions within the internal European market. In a nutshell, it allows one to verify authorship of an electronic signature. Note that eIDAS requires that no electronic signature should be denied legal […] Read More…
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MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) . Newcastle upon Tyne and Bedford, UK  — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the […] Read More…
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MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Fourth annual WealthTech100 list announced to recognise the tech companies transforming the global investment and banking industries The new WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global. The prestigious ranking […] Read More…
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Wealth management is booming – but should the industry be resting on its laurels, or keeping a close eye on the impending issues which threaten to rock this seemingly stable boat? In the first of two articles, we’ll explore the soft underbelly of the wealth management industry – investigating the potential pitfalls which promise to disrupt […] Read More…
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