File Transfer: client zone

FileTransfer is the working name for our own client zone. It is an online environment that serves as a platform for communication between

the institution and the client.

Thanks to this platform, the client can access their contracts and documents. The client can also upload documents via the platform and send them to the institution. The zone also includes an online/offline chat enabling easy communication between clients and

the institution. This online environment is secure and encrypted to prevent unauthorized access or misuse of information.

Blogic created the client zone as a white-label solution. This means that its appearance

and functionality are tailored to the specific requirements and needs of institutions, financial advisors and others. All under own logo and branding. This approach makes it possible to offer clients a unique and reliable online environment for communication and document management.

This client zone can also be used for financial advice. Financial advisors can use this platform to provide online advice to their clients on their financial matters, either via chat or through shared documents and spreadsheets. This solution is efficient and convenient for both parties, and enables financial advisors to provide quality and affordable financial advice to their clients.

Another advantage of the client zone is that the client has all their contracts and documents stored in one place and can therefore easily access them online. This makes it easier for clients to manage and organize their financial affairs, and allows them to search and browse their contracts and documents quickly and efficiently. Client Zone also offers

the option of automatic notification when contracts are close to expiration or need to be renewed, helping clients avoid potential problems or penalties.

It goes without saying that it is possible to connect with external systems using API (Application Programming Interface). This means that the client zone can be easily integrated into other applications and systems, making it possible to automate and streamline work with documents and data. For example, a client zone can be connected to

a financial products broker or a CRM system so that data can be synchronized and shared between them. This solution is beneficial for institutions as it allows them to take advantage of different systems without the need for complex and costly manual data entry.