The crucial role of client portals

The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.

The pair discuss:

• The critical role of client portals in protecting sensitive financial information from cyber attacks, reducing risks associated with email communications.
• How client portals improve the client experience by facilitating pre-meeting information gathering and offering an intuitive, user-friendly interface.
• How a detailed audit trail of interactions and document exchanges aids in compliance and provides a clear record of all activities related to client accounts, and more.