A primary concern of financial advisors is building and maintaining lasting relationships with clients. Cloud-based document vaults have made it possible for financial advisors to easily share and receive large files with clients.
Due to the fact that financial advisors play a pivotal role in the clients’ financial well-being, they must carefully select a product that lowers the barrier to sharing information with clients and ensure a positive client experience.
This detailed whitepaper by Carmen P. Fleischauer discusses:
- How to share large files easily without complicated installation
- Custom reporting for easy tracking
- Mobile access for the on-the-go use