CloudAdvisors offers access to a secure client web portal for direct sharing.
Simply create a client contact in the system for each group and an automatic email invitation will be delivered directly to your contact with a randomized password.
Before you "Activate Sharing" you can use the provided email template to introduce your clients to the secure portal. Many will easily adapt to digital document sharing, while others may benefit from a little more information. Feel free to copy and modify the below email template:
Subject: Introducing Client Web Portals
As part of our commitment to evolving our advisory business and improving our client experience, we are introducing a secured client web portal. You'll soon receive an email invitation with your username and password powered by our technology partner CloudAdvisors. We will begin digitally sharing many of our deliverables through the online the portal including reports.
Why are we moving to web portals?
Increased Security. We take the privacy and confidentiality of our client's information seriously. Unfortunately email, while convenient, is not a secure form of communication. Our client sites will be managed by a third party software company which utilizes a leading Canadian cloud service to provide encrypted and password protected reports access.
Increased Convenience. We work proactively year round by offering advice, delivering reports, and recording meeting notes. During meetings, you may receive hard copy or emailed documents, however important information can easily be lost in busy inboxes. Our new client web portals will organize your timeline with customized reports and solutions from benefit providers. You will be able to easily search, sort and filter everything in one place.
Increased Value. In addition to receiving and organizing information you will be able to participate in some brand new features and more to come! In the "Solution Library" you will be able to search a growing database of available products and services across the industry. If there is a benefit you're interested in learning more about for your employees, you'll be able to access it by clicking "Contact Advisor".
Questions? This is the beginning of our new digital relationship and you'll an receive alert for anything shared directly. If any questions arise please contact us, we also include customer support from our technology partner CloudAdvisors.
We look forward to your feedback and our continued relationship,
Signed, Advisor name
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