Financial services
Secure client portal
A secure client area to upload documents, track case progress and communicate with advisers.
- Sector
- Financial services
- Year
- 2024
- Outcome
- Secure, fully traceable document exchange
The context
Supporting documents circulated by email, with no access control or history. Clients regularly called to ask about the status of their case.
The solution delivered
We designed a portal with strong authentication, document upload and step-by-step tracking of each case.
- Two-factor authentication.
- Document upload and review, with full history.
- Messaging between client and adviser.
The outcome
Exchanges are centralised and traceable, clients follow their case independently, and advisers have more time available.
A project to build? Let’s talk.
Let’s have a straightforward conversation about your organisation, your current processes and what technology can help you improve.
Direct conversation with our engineers · Confidentiality guaranteed.