7 ways to strengthen client relationships with a Client Portal

7 ways to strengthen client relationships with a Client Portal

7 ways to strengthen client relationships with a Client Portal Listen as they discuss how a client portal can help your firm to strengthen those all important client relationships. Speakers : – Damian Jeal – Co-Founder & VP of Sales– Rebecca Welsh – Marketing & Sales Executive https://player.vimeo.com/video/421487926

Proactively Managing Your Clients, Using a Client Portal

Proactively Managing Your Clients, Using a Client Portal

Proactively Managing Your Clients, Using a Client Portal The session: Join Damian and 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 […]