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Panel Discussion: Why you firm needs a Client Portal in the New Normal

Now clients are being supported remotely, they want to feel listened to, valued and effectively communicated to. Businesses across the globe are investing in new technology to help deliver just that.

Panel Discussion: Why you firm needs a Client Portal in the New Normal

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6 steps to smarter collaboration using a client portal

6 steps to smarter collaboration using a client portal

Now clients are being supported remotely, they want to feel listened to, valued and effectively communicated to. It’s important to deliver clients with smart collaboration and figuring out how can be tricky. Join Damian and Rebecca as they guide you through the 6 steps to achieve smarter collaboration with your clients, by making every interaction matter.

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Proactively Managing Your Clients, Using a Client Portal

Proactively Managing Your Clients, Using a Client Portal

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 your clients with the best and how.

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