How can you give clients more access without losing control? It’s a common worry for advisers seeking to be more client-centric. It’s possible with CCUBE, a platform designed from the ground up to put the investor at the centre of the process. You can collect information seamlessly. You can embed video, share documents and communicate instantly through SMS, email or personal notifications. All within a secure client portal. You can include action buttons to capture client responses, including opt-in. Triggered actions appear in your Workflow for easy identification and completion. Naturally, not all clients want to be hands-on. Choose which clients you grant online access to. And tailor the content that each client sees in the client portal. All of this is possible with CCUBE. To see features of CCUBE’s Client Portal, watch this short video:
To book a demonstration of CCUBE’s capabilities, click here.