Reports 13 Min Read

Client portal health check for financial services

The financial services industry is undergoing a time of rapid and dynamic change. Since you built your client portal solution, your own needs, customer expectations, and technology itself have all shifted. And even if you’re still in the early stages of defining your strategy, you may want to validate your requirements.

So, Life ray designed this “health check” as a 4-part questionnaire that will help you evaluate the current state of your client portal. You will be able to identify areas for