News

Sept 1st CRM for Wealth Management Companies and Financial Advice Firms

There are a number of important reasons why My Wealth can help your organisation. It is fact that digitally mature organisations perform better. By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely. My Wealth helps Capture and classify greater volumes of client data at the point ... Read More »

Aug 31st Send documents, files & messages securely

The requirements of GDPR now prohibit the sending of documents containing private information by email. By necessity the TO, FROM, DATE and SUBJECT fields of an email are transmitted in plain text and may be accessed by any unintended recipient or third-party who intercepts the communication.¬†Without additional encryption methods in place the ... Read More »