When industry processes such as commercial lending require that clients supply service providers with extensive documentation, client document portals can significantly reduce time wasted hand delivering hard copies and tracking down email attachments. What Is a Client Document Portal?Ĭlient portals specifically designed for document exchange and collaboration exist in many industries such as financial services and healthcare. When the data transmitted in client portals contain financial, medical, or other personally identifiable information, privacy regulations such as the Gramm-Leach-Bliley Act or EU’s General Data Privacy Regulation (GDPR) apply and stipulate information security standards that must be observed.
Popular file-sharing services such as DropBox and Google Drive are examples of tools that can function as client portals.Ĭlient portals improve upon other digital communication channels, like email, by significantly expanding file size limitations and preserving communications in a more comprehensive and intuitive format. What Is a Client Portal?Ĭlient portals in general refer to a digital gateway to an account and its associated collection of files, service options, information, and channels of communication with the organization that hosts the portal. But the fundamental concept is the same – allow your clients to connect with you when and where they want, in and outside of business hours and through secure digital channels. In different business contexts, client portals will serve varying roles and meet different needs. One way to respond to this demand and increase customer autonomy is to give them a direct digital line to your organization in the form of a client portal.
In fact, 81% of customers would like to see businesses offer more self-service options. In an increasingly hyperconnected world where consumers make purchases from the comfort of their couches at 11:00 pm, or on the morning commuter train with a few clicks on a smartphone, self-service options have grown in appeal.
In nearly every industry, digital transformation is changing customer behaviors and expectations.
0 kommentar(er)
