applications:  Client Hub

In its simplest form, Client Hub is a secure online system where you and your clients can send one another messages that are encrypted to industry standards.

Client Hub helps you to communicate securely with your clients whilst also saving you time and cost and covering some of the implications of TCF and RDR. This allays fears about using software such as Outlook, where emails are not encrypted which might unintentionally allow you to fall foul of the regulator's recommended security policies.

It also provides the client with something tangible for your remuneration. This is particularly valuable if you choose additional options such as:
- Electronic Authorisation (for switch recommendations, tax credit confirmations, etc)
- Private Company News
- Document Library
- Adviser's direct contact details
- Client Reporting Online for portfolio valuations
This then becomes a fully self-contained secure client hub for all their adviser-related private matters.

How the messaging works
1. Adviser logs into Client Hub and creates a message (just as you would write a normal email)
2. Adviser selects which clients will receive the message, and then clicks "send"
3. Client receives an email telling them to log into their Client Hub as a secure message awaits them (and might require their immediate action)
4. Client visits the Client Hub, logs in, reads message, and can respond as necessary
5. Adviser can see history of all messages and their status

At the back end, the fully encrypted management control panel provides a date-stamped log of all activity on the system.

Branding
The service is fully branded to reflect the corporate style of your website, providing a consistent platform for clients and advisers to communicate securely in a familiar environment.

Client Hub is a relevant, efficient & logical extension for your business.

 

Contact us to arrange a demo

 

Mobile version
Want to send urgent messages to clients when they might be away from their desk? We have a mobile-specific version that is compatible with most smartphones/iphones, so that your important messages don't have to wait.

 
Our financial tools

Web-based client servicing tools and interactive applications can increase both revenue and client retention. Some of our most popular tools are: