Powerful. Advanced. Efficient.
Moving from a paper-based environment to a digital landscape, our client-facing technology speeds up the customer onboarding process significantly whilst also offering a seamless and easy-to-complete onboarding journey. Our industry-enriching technologies vastly reduce the time it takes to onboard clients, helping your firm save time and money whilst maintaining a competitive edge.
Our experts at Perfect Portal have crafted a streamlined digital client onboarding process that streamlines your working processes. The benefits of digital onboarding are plentiful, especially to those in the financial and legal sectors. Start your digital onboarding experience with Perfect Portal today.
“We have experienced a subsequent rise in the past year of clients opting to use our tailored mobile app throughout the compliance stage; we are now at 70% of our overall audience downloading and completing the onboarding process directly through our mobile app.”
Paul Lyons, Managing Partner
Lyons Bowe Solicitors