SideDrawer Reviews

SideDrawer Description

You can increase engagement, work with your client's professional network and family, and get enterprise-grade security. A leading NYC-based fintech consultancy firm has recognized us as the "obvious choice" for organizations due to our focus on estate planning and a simplified user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications about client activity. Prioritize their needs before you make any requests. Collaboration is possible outside of the existing portals (using email and cloud drive links). You can save hundreds of hours of wasted time. Real-time sync with existing cloud drive storage reduces admin time. Emails without attachments and links are less risky for security and compliance. Client inquiries are reduced by a simple, clean interface. Existing portals limit collaboration beyond the main client contact. Collaboration with third parties is possible. Permission-controlled access allows access to the right contacts.