Securedocument exchange
Fasterclient onboarding
Clearstatus for every client
About the client
A corporate services provider, based in Ebène, Plaines Wilhems, operating in the finance, fintech & insurance sector.
The problem
Client documents were exchanged by email, creating security and tracking problems.
What we did
- Secure client portal
- Document requests and uploads
- Status tracking for each entity
- English and French interface
Outcome
- Secure document exchange
- Faster client onboarding
- Clear status for every client
Services involved
Customer & Partner Portal Development · Web App Development
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
