Perfect Portal webinar: Digital client onboarding via your branded app
Video length: 00:25:10
In this webinar we covered how you can onboard your clients quickly via your firm’s branded mobile app and online platform.
Key features covered:
- e-Signature for client care letters
- Verification of identity (VOI)
- Verification of funds (VOF)
- Digital onboarding questionnaires
- Law Society protocol forms
- Payment on account
- Client reviews
Please email marketing@perfectportal.co.uk if you have any questions or if you would like to book a meeting to discuss further.
Enhance new business efficiencies and customer experience with branded mobile apps and digital onboarding solutions by Perfect Portal