Client Connect Example Portal
Give your clients the online experience they expect — and set yourself apart from the competition.
Today's borrowers and investors don't want to call your office to check a balance or update their details. They want self-service, available whenever they need it.
The finPOWER Connect Client Connect Portal lets you deliver exactly that - a branded, secure online portal your clients can access 24/7. And the Example Portal is a great starting point.
Examples of functions your clients get (depending on the configuration)
- Real-time account access - current balances and full transaction history, always up to date
- Self-service contact management - clients can update their own details without calling your team (or update requests)
- Secure messaging - communicate with clients through a safe, auditable channel built into the portal
- A professional first impression - a white-labelled experience that looks and feels like your brand, not generic software
- Strong authentication (MFA) - supports multi-factor authentication including authenticator apps and email OTP.
- And more
What you get
Less admin. Fewer inbound calls. Happier clients.
The portal reduces the day-to-day load on your team by putting routine queries in your clients' hands - freeing your staff to focus on work that actually needs them.
The portal is built on finPOWER Connect's flexible portal framework, meaning it can be tailored to fit your branding, and your clients' needs.
See it in action
The best way to understand what Client Connect can do for your business is to see a live demonstration.
Contact your Intersoft Dealer or Account Manager to arrange a walkthrough - they'll show you the portal in action, answer your questions, and help you figure out what a setup would look like for your business.
Not sure who to contact? Get in touch with us directly and we'll point you in the right direction.