Find top products in Client Portal Software category

S&C Vision FI is a comprehensive, end-to-end solution for designing, producing and distributing client communications, enabling your organization to create high-quality reports in a matter of minutes. Whether you clients preferred channels are print, email, or online through a customizable portal, Vision FI delivers key information to your clients.

Security: Access to the Web Portal is highly secure, with a number of accessibility functions, access security, SSO, or two-step authentication ensuring you’re in control of who gets access to what. Increase Visibility: Give your buyers and suppliers access to the applications and functionality you want and their documents to improve self-service and reduce call rates. Branding: The Web Portal can be fully branded with your organization's look and feel to be more consistent with your organization’s online presence. Single Tenanted: The hosted Web Portal is single tenanted. This means your company’s data and documents are not held or shared with other organizations. Likewise, your organization can have as many tenants or business units using the same Web Portal as required. Process Improvement Tools: The Web Portal offers a range of applications to improve your organization's processes, transactional data, finance, and procurement.

Ushur Hub? is the enterprise-grade, agile, customer activity hub. The AI-powered Ushur Invisible Hub? empowers customer-service oriented teams to securely provide self-service options across diverse channels, guide stakeholders with precision, and deliver proactive updates at every turn. Customize portal experiences to your processes and brand, and deploy in days. Elevate your ease of doing business with Ushur Invisible Hub?. Customize portal experiences to your processes and brand, and deploy in days. Elevate your ease of doing business with Ushur Invisible Hub?.

Case Status aims to transform the client experience in the legal industry through consumer-focused innovation that guarantees personalized attention and appreciation for every client. Our cutting-edge software and mobile app actively involve clients throughout their legal journey, ensuring they stay well-informed, content, and empowered. By automating communication, our solution simplifies interactions and enables law firms to monitor and improve client satisfaction, resulting in business growth through referrals and favorable reviews. With an intuitive interface, seamless integrations, and an acclaimed client app, we are revolutionizing the client engagement practices of law firms.

Remove the friction and deliver a 1:1 supplier experience Product overview: A single intelligent supplier portal connecting all your supplier-facing systems All suppliers in one place Remove the complexity and friction that suppliers face when dealing with multiple systems and departments in your business. Set every supplier up for success with a streamlined supplier portal experience. 1:1 supplier experience Every supplier has unique requirements; provide the self-serve flexibility to enable each to fully configure the supplier portal based on what matters to them Built for enterprise tech stacks Integrate with all relevant solutions in your business with a flexible integration framework based on nearly two decades of supplier domain experience.

CERQEL.. Self E-Service Platform Unify all your platforms and systems in one platform through CERQEL a secure unified self-service platform built by YOUXEL. Lead your enterprise to a truly connected world and create a fluid flow of data between your people, departments, systems, and devices. With our engine, you can professionally build your enterprise self-service portal. A spectacular digital experience that helps your employees and customers smoothly access and request information on services, products, or corporate information; not to mention, empowering you with farseeing insights, proficient guidance, and data-driven decisions.

TaxCaddy is an award-winning taxpayer collaboration platform, available for taxpayers as an app for iOS/Android or via browser. Features include automated document retrieval from leading financial institutions, photo-scanning, dynamic questionnaires, e-signatures, secure messaging, invoicing, tax return delivery, and custom branding. We designed TaxCaddy to streamline tax season for both taxpayers and tax professionals. The TaxCaddy app delivers a modern experience for taxpayers. Today's clients expect to manage their taxes with the same mobile convenience they enjoy with their bank accounts and investment portfolios. TaxCaddy makes it easy for taxpayers to deliver tax documents early in the season, which means tax professionals enjoy reduced workload compression. "Tax season was a breeze. I finished my part of the process in early February because TaxCaddy was so easy to use." —TaxCaddy user, third-party verified review [TechValidate ID 589-79C-CD9]

De app is een unieke omgeving voor jouw huurders. Geheel gepersonaliseerd, met alleen relevante informatie. Huurders regelen alle zaken waar en wanneer ze maar willen, via het device dat ze altijd bij zich hebben. Geen drempels, maar supersnel inloggen met FaceID, cijfercode of vingerafdruk. Via een push notificatie bereikt jouw boodschap direct de juiste huurders. Is er bijvoorbeeld een liftstoring in een complex? Belangrijk nieuws waarvan (een specifieke groep) huurders direct op de hoogte moeten zijn? Je bereikt eenvoudig en snel de juiste doelgroep. Volledig gepersonaliseerd De app is gepersonaliseerd, met alleen relevante informatie voor de huurder. Overal toegankelijk, zonder drempels Inloggen in het online huurdersportaal blijkt in de praktijk voor veel huurders lastig. Hoe log ik in? Wat was ook alweer het wachtwoord? Met de app zijn inlogproblemen verleden tijd en hebben huurders altijd toegang tot alle informatie, documentatie en zelfservicemogelijkheden.

Con nuestra solución Arara Digital Customer Experience ayudamos a las empresas a digitalizar y fidelizar de sus clientes para aumentar sus ventas. ?Cómo lo hacemos? 1. A través de la captación de una valiosa base de datos de sus clientes para poder comunicar con ellos uno a uno 2. A través de la obtención de analítica de clientes para conocer sus perfiles e intereses 3. A través de la activación de nuevos canales de comunicación digital personalizada con cada uno de los clientes 4. A través del servicio de acompa?amiento de Customer Success para capacitar a nuestros clientes a dise?ar y ejecutar estrategias de marketing digital con campa?as de marketing personalizadas

SmartLink provides a range of interactive messaging, client authentication and live view technology. It can be configured and used to work between intermediaries or other client facing data providers and systems as well as automating, managing and sending client pre-qualification data to any CRM