Client servicing is all about how you as a business can meet the needs of your clients and add value to their overall client experience. Successful client servicing can directly impact your retention, revenue and reputation as a business so the more value you can bring to your client service offering, the better.

It’s important to understand that your client’s needs will be evolving constantly and therefore you want to be equipped to offer them the tools and services that will be adaptable to those needs. DocPortal can provide your business with a range of features and tools that empower you to overcome your client’s pain points and create additional value to the services you already provide.

Here are our favourite end-user features that will support and add value to your client servicing.

● Client onboarding

Onboarding new clients is a critical step of your acquisition strategy and should not be overlooked. We’ve previously discussed the importance of user-friendly, client-facing features to avoid the complicated processes that can result in 74% of potential customers switching to other solutions. In order to seal the deal with your new clients, DocPortal can support your existing onboarding process with efficient document sharing, cutting down the time it takes to complete onboarding paperwork and filing. DocPortal itself is also suitable for clients of all tech abilities, with really simple and user-friendly touchpoints that will add value to your client’s journey and overall experience with you from the very beginning.

● Secure document storage

As a digital document management platform, DocPortal stores all your client’s financial paperwork and documents in one reliable and secure place. DocPortal uses AES-256 encryption as standard for all documents while they are stored and transferred. In addition, an ISO 27001 accreditation demonstrates to your clients that you take the management of their information security seriously.

DocPortal’s secure storage therefore enables you to give your client’s the peace of mind that their valuable and personal documents are safe at all times, while still being accessible as and when they need them. This is a great way of establishing and building trust through your client servicing, something that will be incredibly valuable for both you and your clients as you begin to build a long-term practice-client relationship.

Read more about how DocPortal secures your client’s legacy here.

● Document sharing

As well as secure document storage, DocPortal makes it incredibly easy for you to share documents instantly with your clients, and vice versa. Rather than waiting on documents to arrive in the post, or searching through an endless email inbox to find the right document attachment, your clients can simply access their DocPortal to see the latest documents you’ve shared. With integrated e-signatures and confirmations your clients will also be able to sign and respond to any actions instantaneously, minimising turnaround time and streamlining processes for everyone.

● Private personal storage

DocPortal not only serves as a financial document storage tool, but a document management tool more generally. With DocPortal your clients can benefit from the features and functions that have been designed specifically for the finance sector, but also private personal storage for any other personal and valuable documents they want to keep safe.

From family photos to birth certificates and keepsakes, with DocPortal you can create value for your clients by equipping them with a versatile storage tool that they can use across all aspects of their lives. In the age of ‘there’s an app for that’ - you will be making things easier for your clients by streamlining their digital library and equipping them with a tool that is useful and multi-functional.

● Mobile app

In the last 12 months, mobile and tablet devices accounted for 52% of the market share in the UK. What this tells you is that an easy win for adding value to your client servicing would be to provide your clients with a service that is compatible with the device that they prefer, and are already using.

DocPortal’s mobile app puts document management in your client’s hands, enabling them to be instantly notified of new documents, updates and information whether they are at the office, at home or on the road. More accessible, portable and responsive, the mobile app again speeds up processes for your clients and is more likely to increase client engagement for your business as a result.

● Video content

A vital part of good client servicing is to be informative and knowledgeable in order to respond to your client’s needs. Building and nurturing personal relationships with your clients will be an essential part of this - with them feeling like they can approach you with any questions or concerns. While you will want to maintain this level of personability, there are other and efficient ways in which you can serve and inform your clients. For example, producing and sharing video content has proven to be incredibly successful for businesses, with 96% of marketers in 2023 reporting that video has increased their users’ understanding. It’s not just the marketers that report this though, but users as well. 65% say that video is their favourite way to get to know how to use a product or service.

DocPortal provides your business with engaging, digestible and shareable video content that helps your clients get to grips with the platform and app, ensuring they get the most out of the services and information your business is offering. You can share with clients directly as questions arise, or simply share through DocPortal to give your clients easy access to video content as and when they need it.

Interested in adding value for your clients? We’d love to discuss how DocPortal can support your client servicing, simply submit an enquiry with us here and we’ll be in touch.