Languages:
English
Localization:
World
MyDocSafe is a content management package that includes electronic signatures, workflow automation, document management, payment setup, and client portals. This solution helps users create and send offer letters, sign contracts electronically, automate KYC / AML checks, and deploy and track incoming workflows.
MyDocSafe provides users with a free account to store confidential documents and emails in encrypted form. Security features include electronic signatures with SMS verification and face recognition. The kit also includes MyDocForms, a document management application that allows users to design and deploy electronic forms.
2023-02-21 17:43:14: Visit us at our stand at the Royal Lancaster Hotel in London today or tomorrow to talk about automation in Wealth Management. https://t.co/TcTVczcSZF Twitter
2022-07-14 15:48:04: Send documents for signing or publish them in client portals straight from Outlook! #outlook https://t.co/HHNo9bx3s3 Twitter
2022-04-21 17:30:10: See how MyDocSafe is planning to revolutionise digital onboarding #WealthTech100 #WealthManagement #Accounting #legal
https://t.co/IWXCSXuLc0 Twitter
2022-04-20 13:58:50: MyDocSafe has been recognised as one of the most innovative and relevant players in the WealthTech space: https://t.co/5VteU649Z4 Twitter
2022-03-24 20:49:45: Come and visit our stand at the Digital Integration in Wealth Management conference at the Park Plaza Victoria Hotel in London on the 29th and 30th of March and learn how seamless customer onboarding builds loyalty and improved retention. #WealthManagement Twitter
2021-11-02 13:20:28: Come and talk to use at the Global WealthTech Summit in London on Wednesday, November 3rd at St. Pauls. #wealthtech Twitter
2021-11-02 13:19:54: Read our new blogpost about 3 Predictions For The Future Of Wealth Tech. https://t.co/HoP2nQTK85 #wealthtech Twitter
2021-10-25 21:28:36: 5 Key Steps To A Successful Business Proposal #proposals #onboarding #customerservice
https://t.co/RgcjfbhQlI Twitter
2021-04-17 16:27:32: New blow: digital signature and identity - what to expect in 2021: https://t.co/CUwN97qIaH Twitter
2021-04-17 16:27:03: New blog: a definitive guide to user portals a.k.a client portals https://t.co/VLRSIS20Qc Twitter
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