Interview with Sandra Oakland: Embracing DocPortal for Enhanced Client Services In this interview, we sat down with Cedars Wealth Management who shared their experience with implementing DocPortal in their practice. DocPortal is an app …

‘Tis the season of festive lights, cosy sweaters, and the sweet aroma of financial responsibility in the air. Yes, you heard it right — financial responsibility can be as enchanting as a cup of …

A Forward-Thinking Approach to Embrace Consumer Duty's Impact As the financial services industry undergoes a transformation with the introduction of the Consumer Duty legislation, forward-thinking firms are looking beyond mere compliance to leverage this …

Embracing the FCA's Consumer Duty to Foster Client Trust and Retention The financial services industry is built on the foundation of trust. Clients rely on financial institutions to safeguard their assets, provide sound advice, …

Understanding the Implications and Opportunities of FCA's New Consumer Duty Legislation In the ever-evolving landscape of financial services, the UK's Financial Conduct Authority (FCA) continuously strives to protect consumers and promote fair and transparent …

Adopting new business tools can be challenging for many - learning new systems, integration with your existing tools, employee training and client onboarding all need to be considered. And of course it needs to …

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 …

In this volume of our client feature series, we’re catching up with Prospera Wealth Management who have been using DocPortal to great effect, implementing it to support their client servicing and communication. Read below …

As the end of the financial year approaches it’s time to look ahead to what 2023/24 can do for your business. Have you set your goals for the business year ahead yet, and do …

Hint: you should be.You’ll certainly be aware of client retention and no doubt have retention goals, strategies and management in place. But when was the last time you really paid attention to what it’s …

This month we are speaking to Tweed Wealth Management, a senior partner practice of St. James's Place Wealth Management based in Edinburgh, Inverness and London, about their decision to adopt DocPortal for their practice. …

It’s 2023 and you want to level up your lead acquisition to support your business growth, but maybe you're in a bit of a rut and your tried and tested methods aren’t producing as …

Why simplifying client experience means more for your business Competition is tough these days and many businesses are looking at ways they can level up their service offerings, product features and client experiences. More …