1. Increase Client Satisfaction

Clients’ expectations are changing fast. 20 years ago, clients would simply pick up the phone to talk to your firm. Now, 67% would rather self-service than talk to a representative from your company.

With a client-facing portal, companies can meet clients where they’re at — online. This improves customer satisfaction and helps keep clients loyal.

2. Drive Operational Scalability

Client-facing portals can increase efficiency and allow a firm to service more clients per unit of expense.

Consider, for example, Apex Leaders, a private equity services firm that connects their clients to experts in a particular field or industry. Apex Leaders was able to reduce the operational time needed to service clients by building a client-facing portal. This allows Apex Leaders to grow the number of clients and projects they can service without the usual corresponding increase in staff.

3. Differentiate Your Firm

Building a portal for your clients can help differentiate your brand from competitors. Clients want to know that your firm is working hard to improve the client experience. Releasing a cutting-edge portal will validate to your clients that you are still the leader in your industry and one that is here to stay in this digital era.

Interested in Learning More?


Ryan Francis

Partner & CEO

As ambitious as he is tall, Ryan has a passion for creation. In 2012, he created Francis Lofts & Bunks, a company in Western Ohio that manufactures aluminum loft beds and bunk beds. Equipped with a burning desire to build things that are useful to others, Ryan has come into his own in web development, combining creativity, logic, and an empathy for others to help clients launch outstanding, easy-to-use products.

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