A well-executed client portal can transform how you collaborate with clients. From securely sharing documents to conducting digital fact finds prior to meetings.
As advice businesses continue to digitise their client experience, introducing a client portal can be a game-changer – but success depends on how you roll it out.
In this 30-minute session, Plutosoft’s expert Customer Success Manager, Sandra Whitear shares best practices, real-world insights, and proven strategies to help you launch your client portal with confidence.
What you’ll learn:
⭐ Tips for client communication and onboarding
⭐ What the client portal offers and why it matters
⭐ Cyber security and document sharing essentials
⭐ Best practice rollout strategies
Watch now!
