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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? 

Clinked Client Stories: Sharing the Love
Clinked Team
By Clinked Team
on February 13, 2020

We’re blushing :) The love our Clinked Clients have been sharing publicly has been amazing. From managing consultants to family planners and commercial builders, we are continually amazed by the diversity of uses clients find value with Clinked - and that they share about it!

Contracts: Open the Door to Client Success
Clinked Team
By Clinked Team
on February 6, 2020

Continuing on with our exploration of “What is a client journey? last month, we’re exploring the initial component to delighting clients: contracts. Contracts are an ideal opportunity to open the doors to client success through setting expectations on the legalise, parties involved and kicking...

New Feature: Configurable Widgets
Anna Sayers
By Anna Sayers
on January 16, 2020

From a public roadmap client request to a development initiative, we are excited to share that our latest feature release of configurable activity dashboards is now live! 

What is a Client Journey?
Clinked Team
By Clinked Team
on January 8, 2020

The path to becoming a client of a business can be a quick exercise or long courtship depending on the service or the product. At Clinked, we focus on this journey because of our focus on being a client portal to better delight clients with tech-savvy delivery and engagement. Also, we want to...

2020: Client Relationship Key Insights
Clinked Team
By Clinked Team
on January 2, 2020

A new decade, a new opportunity to wow your clients with a personalised touch and provide insights about client relationships across your organisation. All business can take the new year to look at how to level up offerings inside your teams and for your clients whether you work with businesses,...

The Human Error Side of Business
Sarah Broderick
By Sarah Broderick
on December 5, 2019

90% of data breaches are caused by human error (1)

Alarming right?! This is a concerning statistic for both business owners and your clients. It would make anyone run for the most extreme and stringent IT programme available. However, that may not be the best for employees and owners alike....

Signatures: Digital vs. Paper
Anna Sayers
By Anna Sayers
on November 21, 2019

Signatures are something that most of us are very familiar. We have to sign our names on documentation on a regular basis. Whether it's a receipt, contract or a birthday card. Like many things, signatures have evolved throughout history - adapting to modern technology and becoming more efficient...

New Feature: Configurable File Column Views
Anna Sayers
By Anna Sayers
on September 25, 2019

What started as a customer request and great idea aligned with our product roadmap, is now fresh out of our developer’s hands and delivered to all! Inside Clinked, all folders can now be configured to display in column view high level information that is the most relevant to clients, team...

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