Client portals are one of the most highly requested things that software companies are asked to build. They are perfect for whichever financial industry you may be in, as it allows you to communicate with your clients in an effective and efficient way.

Here are the Top 3 tips you should keep in mind when building a client portal:  

1. Real Time 

Your client is going to greatly appreciate it if you are able to provide them with some real time data. While offering real time data does take extra time due to the needed integration, it allows your customers to access their real time assets and not yesterday’s old batch of data.

2. Sell your Service on the Portal

Adding an element of cross selling is going to be very useful, as it allows you to maximize your marketing efforts and tell your existing clients about possible new services you may have. 

Your cross selling doesn’t need to be super sophisticated, but even something as quick as a banner image promoting a new service when a client signs in is enough to get any new services introduced to your existing clientele. 

3. Add a Chat

Customer service is key to any industry. Customers value being able to get quick and easy help and you want to make sure your company can offer them that. Adding a live chat function to your client portal is a cheap and effective way to give your clients quick customer service at their fingertips. 

Having a client portal is an essential part of almost any business. It provides companies with a quick way to communicate with their clients, while also providing their clients with convenience and an easy way to check their assets. 

ISU Corp can help program your next client portal and with these three tips in mind, we can assure your customers will be satisfied. Reach out today for more information on how we can help.