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Managing A Client Portal: Power of Tasks
Clinked Team
By Clinked Team
on June 17, 2020

Check, Check ✅✅ The satisfaction of checking a task off a list can be such a gratifying moment. For many, it is a solo and often physical pen to paper experience - but, it could be incorporated into workflows to turn our individual actions into more, especially now with the reality of remote...

Managing A Client Portal: Members & Permissions
Clinked Team
By Clinked Team
on June 3, 2020

A client portal allows a company to interact with clients in a branded secure web portal & mobile app to easily interact in real-time. These real-time interactions are dependent on two key foundation components: Members & Permissions. 

Working with Clients Remotely
Sarah Broderick
By Sarah Broderick
on May 20, 2020

We specialise in helping our clients work with their clients - whether they are partners, individuals or organisations - using technology. In today’s climate, this relationship is a focus for many of our clients and prospects particularly in those industries where face-to-face meetings are...

How to Meet Clients’ “New Normal”
Clinked Team
By Clinked Team
on May 13, 2020

Due to COVID-19, we have seen many things in our lives change - particularly our work practices and etiquette with clients. We at Clinked have been discussing these changes with our clients and are here to share our best practices of meeting clients "new normal”.

Is a client portal right for your organisation?
Clinked Team
By Clinked Team
on May 6, 2020

This blog aims to provide a general overview of a client portal and how it could potentially work for your organisation. This blog will explore ways in which a client portal can help organisations when working remotely, working with clients. and add benefit to team collaboration and productivity...

New Feature: Mobile Messages
Clinked Team
By Clinked Team
on March 18, 2020

Our mobile app just got even better - we're happy to announce a new Messages Area to organise all your 1-1 and group chat in one easy to access spot while you're away from your desk!  

New Feature: Advanced Custom Widgets
Clinked Team
By Clinked Team
on March 16, 2020

To continue on with our announcement in January of configurable widgets on group dashboards, we're back with more - an expanded set of advanced custom widgets is now live! 

Client Experience: Best Practices & Data Insights
Clinked Team
By Clinked Team
on February 27, 2020

Improving client satisfaction & data insights are top priorities for executives - where do they fall in your priorities? 

Financial Advisors, Putting clients at risk?
Clinked Team
By Clinked Team
on February 20, 2020

Did you know how you share - from a simple click of your mouse or message on your mobile - could put your clients at risk? 

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