Communication Solution
to Keep Clients Informed
Your Clients, Always in the Loop
clientLink gives clients the status updates they want, when they want them. It’s all about communication — saving you time while keeping your clients engaged in a secure, self-service environment.
With clientLink, you can build an online community where clients feel welcome to explore meaningful content, find answers to common questions, run reports in real time, and monitor key metrics — all in one centralized place.
clientLink is going mobile. The same great content of the traditional portal, reimagined with a sleek, interactive dashboard.
Our iOS and Android apps make it easy for clients and prospects to access the updates they need, presented in easy-to-read charts, graphs, and reports — anytime, anywhere.
clientLink, On the Go
• Post documents, announcements, and events
• Enable online discussions with clients
• Provide real-time report access
• Keep clients in a secure, dedicated space
• Publish educational content, like changes in local laws
• Display key performance indicators in chart form