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Showing results related to
client-portal
New Feature: Advanced Custom Widgets
To continue on with our announcement in January of configurable widgets on group dashboards, we're back with...
News and Announcements
Client Portal
Features
Client
Dashboard
Client Experience: Best Practices & Data Insights
Improving client satisfaction & data insights are top priorities for executives - where do they fall in your...
Client Portal
Technology
Client Knowledge
Client
Financial Advisors, Putting clients at risk?
Did you know how you share - from a simple click of your mouse or message on your mobile - could put your...
Client Portal
File Sharing
Data Security
Insurance
Client
Wealth Management
Financial Services
Clinked Client Stories: Sharing the Love
We’re blushing :) The love our Clinked Clients have been sharing publicly has been amazing. From managing...
Client Portal
Client Knowledge
Client
Contracts: Open the Door to Client Success
Continuing on with our exploration of “What is a client journey? last month, we’re exploring the initial...
Software
Client Portal
Insurance
Client Knowledge
Client
Client success
New Feature: Configurable Widgets
From a public roadmap client request to a development initiative, we are excited to share that our latest...
News and Announcements
Client Portal
Features
File Management
What is a Client Journey?
The path to becoming a client of a business can be a quick exercise or long courtship depending on the...
Client Portal
Client Knowledge
Client
2020: Client Relationship Key Insights
A new decade, a new opportunity towow your clients with apersonalised touch and provide insights about...
Business
Client Portal
Client Relations
White Label
The Human Error Side of Business
90% of data breaches are caused by human error (1) Alarming right?! This is a concerning statistic for both...
Team
Client Portal
Data Security
New Feature: Configurable File Column Views
What started as a customer request and great idea aligned with our product roadmap, is now fresh out of our...
News and Announcements
Client Portal
Features
File Management
Group Chat: Teams & Clients
Communication forms the backbone of any team. The ways we work and communicate within our teams is...
Client Portal
Collaboration
Communication
Tools
Virtual Data Room
Technology
Email
Email - Dead or Evolving?
From inbox zero to enforced breaks, policies and suggestions around the management of emails are numerous....
Team
Client Portal
Communication
Tools
Email
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