The world of Client Portals - 6 steps to get you started
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In our new remote world, it has become increasingly important to provide clients with support virtually to ensure they feel valued and listened to. Client Portals offer firms a simple solution that achieves just that. Having a strong strategy in place when introducing a Client Portal to your business is essential to ensure your employees and clients gain the most value and the deployment is smooth. Join Barry Simmons, our Client Services Manager, as he guides you through 6 steps simple steps to plan and begin your Client Portal journey, so you can enhance client relationships, heighten productivity, and achieve smarter collaboration.
👉 Why you need to aim for smarter collaboration
👉 Introduction to Client Portals
👉 The 6 steps to plan and start your Client Portal journey
👉 Hubshare demonstration
👉 Barry Simmons – Client Services Manager
Barry is based in Hubshare’s Hong Kong office and is responsible for client services within the APAC region.