Client
Portals – What You Need to Know:
the Possibilities, the Benefits, and the Risks
An On-Demand
Webcast Replay
Everyone’s talking
about them — you’ve read about them in magazines, heard about them around
lunch discussions and at conferences. Everyone seems to be kicking the tires,
but few firms have made the investment. Most client portal projects stall
soon after they get started because the possibilities are unknown, the benefits
aren’t clear, and perceived risk is high.
View this recorded eSeminar today and learn why now
is the right time to move ahead
with a Client Portal at your firm, and why it’s a risk NOT to!!
The value of client portals is intriguing: enable your clients
to have personalized, self-serve, 24/7 access to current and historical information
– they’ll be able to review tax returns and financial statements, see current
account information, and even submit information to you in a secure manner.
It’s the ultimate next big step in differentiating your firm’s services, enabling
better client communication, and increasing retention and loyalty.
In this one-hour replay, we discuss:
- The overarching considerations for developing a portal plan
- How multiple systems need to converge to deliver the best experience
- Where the hidden costs might emerge in considering a solution
This is an on-demand replay. It will launch automatically in
your browser upon submission of the brief registration form.
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