The Customer Portal module takes the pain out of managing customer relationships by automating many of the tedious tasks you’ve been doing manually. With our portal, customers have 24/7 access to all the relevant data about their business, including the necessary documents and any gaps that need to be filled. Say goodbye to time-consuming back-and-forth emails and hello to an easy-to-use platform that empowers your customers to take control of their own information. With the Customer Portal, you can improve customer satisfaction and streamline your workflow, all while freeing up time to focus on what really matters.

This module helps you manage the data you have about a customer and the customer’s interactions more effectively than ever before, making internal processes, such as customer transfer between employees or new employee onboarding a lot simpler on the way. 

Structured and easily accessible data means a better overview of business for you and your customers. This, together with a thought-through and easy-to-use user interface results in higher customer satisfaction.

Other processes like checking Due Diligence Questionnaires can easily be integrated with the Customer Portal. All the data becomes available in Depowise’s centralised Data Warehouse, facilitating reporting, compliance checking and keeping a Secure Audit Trail on the way. Well-kept customer interactions future-proof your business, allowing for automation and prediction using machine learning based on the structured data your business is creating on the way.

Why start from scratch when you can leverage Depowise’s industry expertise? Our products are packed with best practices gleaned from years of experience in the financial sector, meaning you can skip the lengthy development process and dive right into the solutions you need. From data management to compliance, our products are designed to make your life easier and your business more efficient.