customer experience
![](https://www.kiwibox.com/wp-content/uploads/2024/03/Client-Portals.jpg)
Business
The Role of Client Portals
BY
Natasa Pantelic
What feels like just a few years ago, most brokers were happy using Word document fact finds, excel spreadsheets for ...
What feels like just a few years ago, most brokers were happy using Word document fact finds, excel spreadsheets for ...