What we do.
The Portal Company has extensive experience in delivering solutions to the financial sector. We understand your business model and your clients’ needs. This gives your web portal a head start, providing you with a competitive advantage that you
deserve. We customize your clients’ user experience to your specification and provide seamless onboarding. This ensures your clients have a positive experience with your brand and encourages on going engagement. We understand regulations
under the FCA (Financial Conduct Authority), and support you in your strategy to meet compliance.
We can also help you meet your obligations for KYC (Know Your Customer) by enabling full platform integration, enabling a seamless experience for you to verify the identity, suitability, and risks involved with maintaining a business
How do you benefit?
Financial web portals provide numerous advantages to your operations. Administrative costs are immediately reduced due to interactions between your client and your response teams are streamlined. This includes users being able to retrieve documents online,
and on-demand, avoiding distribution costs.
Financial statements, return on investment break downs and investment news information can be accessed easily with a simple login, and in a central view. Users can additionally filter statement information and manipulate how data is expressed on
page for their own convenience.
Financial web portals also present the opportunity for cross-selling to other investment products and encouraging clients to reinvest. Choosing a Microsoft Dynamics 365 web portal can therefore be a solution that increases your long-term profitability.