A finance-focused client portal is greatly needed in a business to improve service delivery to clients. A reputable client portal is tailored to offer financial services in any business setup. If you are just setting up your financial service business, there is a lot you need to know about the most appropriate client portal.
Fortunately, there are many that you can try today. If you know the features to look for, making the right decision will be very easy. This article highlights some of the best features.
Document and File Management and Sharing
Financial institutions serve many clients who require various files, for instance bank statements, annual reports, and a lot more. Even insurance and other financial management companies are increasingly creating client portals where customers can access a plethora of files when they log in.
Apart from just accessing files, customers and team members can comment on the files and add digital signatures. Team members enjoy advanced features such as authorizing files and a lot more.
Collaboration Between Users
Both clients and team members of the financial institution can collaborate with ease using a reputable client portal. What does this mean? Members can utilize communication tools such as group chats and 1-2-1 chatbots, notifications, notice boards, and email messaging.
Through all of these tools, it is easy for financial companies to deliver their services to customers while communicating in real-time and in a transparent way.
Task Management Among Teams
One of the most interesting features that makes a client portal efficient in a financial institution is task management. The team can split tasks involving customers and resolve them in real-time. Since everyone can see their roles on the portal, there is an increased level of efficiency.
What’s more is that clients can see the progress of tasks involving them and raise queries where possible. This increases the productivity of the customer and customer satisfaction as well.
Integration with Tools
Financial institutions work with numerous tools, software, and apps. It is best to choose a client portal that will seamlessly work with your tools. Most reputable ones have API integration so that you can import and export data from one tool to another.
The most important features include integrated dashboards, communication tools, and work management tools, among others. When there is a better integration, the company will achieve the most from all of its tools.
Customization to Suit Your Brand
Lastly, it is worth mentioning that you can customize most client portals to suit your financial business themes and needs. For instance, linked client portals enable companies to put their names and theme colors to drive brand recognition and promote their products in a professional environment.
While choosing any other client portal, this is a feature you should consider carefully. After all, brand recognition means a lot for many companies.
Conclusion
A client portal designed for financial institutions should have all these features and even more, depending on the services offered. Even data security and audit trials are important features to consider. Now that you know more, it is high time to make the right decisions for your business.
