ClientCloud

07/06/2021

ClientCloud creates a centralised platform for digital workflows allowing advisors to engage, collaborate and transact with new and existing clients online. All your clients, all your documents, all your meetings, all online 💻

Digital meeting, simplified.

24/05/2021

A hybrid advisory model involves blending online platforms and digital transactions with face-to-face client engagements to create unique client experiences. It improves the scalability and efficiencies of advisory businesses whilst allowing customised solutions and a unique market positioning.

See how ClientCloud can help adapt your business to a hybrid model by digitising the entire financial planning process:

https://www.clientcloud.co.za/

30/04/2021

Meet clients online, sign and share documents instantly and provide recorded financial advice from anywhere, anytime.

Watch a short video to see how it works:

https://bit.ly/3nzwBNr

Digital meeting, simplified 💻

www.clientcloud.co.za

At Client Cloud, we believe that online interactions with your clients should be much simpler. Do it all, from one single platform. Client CloudDigital meeti...

19/04/2021

Need to urgently share a document with a client? No problem!

Simply drag and drop documents from any device to share information with your clients from anywhere, anytime. The ClientCloud document status feature will allow you to see if and when documents has been viewed for ultimate compliance ✔️

Digital meeting, simplified.

14/04/2021

Research shows that companies that incorporate and master digital processes on an operational level generate up to 5 times higher compound annual growth rates (CAGR) when compared to competitors who don’t. Here's how:

https://bit.ly/3wUQ7Z5

06/04/2021

Legacy, paper based advisory business models can result in:

A lack of efficiency 🕐
Loss of potential revenue 💰
Lower client retention 🤷

See how a fully integrated digital solution can help you grow your business and keep your clients happier at https://bit.ly/3mmQruG

29/03/2021

A Welcome Pack is a unique feature that we developed to automate client interactions. It consists of standard sets of documents and information that you upload, which is sent to each client automatically when you invite them to client Client Cloud. Add your company profile, statutory disclosures and product information along with a unique welcome message and introduction to your business. You will be able to view which clients accessed the Welcome Pack and when they viewed each individual documents.

Another way we are simplifying the financial planning process and improving compliance while making your clients happier 😁

Digital meeting, simplified.

26/03/2021

Adding final touches and counting down the days until we go live. Super excited 😁

www.clientcloud.co.za

23/03/2021

Free up more time through our instant automation features. Automate repetitive tasks such as sending compliance documents to clients, re-sending proposals or policy documents or repeating key information that was discussed during meetings.

See how we can create more time in you business at www.clientcloud.co.za

18/03/2021

Privacy and data security should be priority when dealing with your clients' financial and medical information. Provide them with a safe, secure financial planning environment centralising all meeting activities and document management into a single platform. Your clients will have access to an audit trail of each step of the interaction process to ensure a transparent and compliant experience 🔒

08/03/2021

Struggling to keep track of all historic client meetings, what was discussed and why certain decisions where made? Client Cloud solves this by centralising all client interactions along with all supporting information such as documents, meeting notes and recordings.

Learn more by visiting www.clientcloud.co.za

05/03/2021

On the road and need to have an urgent meeting with a client? No problem! Create an online meeting in seconds, upload all documents that need to be discussed and sign off on all business transactions. After the meeting, both you and your client will have instant access to a recording of the meeting, all documents and an audit trail of entire session.

A simpler way to service clients from anywhere, anytime ☁️

www.clientcloud.co.za