Does using Encyro help me increase client retention?
Using Encyro is expected to help you increase client retention more than a traditional client portal in multiple ways.
Increase Client Contact and Visibility
Your clients can use the same Encyro account that they use to communicate with you, to also communicate securely with others.
For instance, a client may receive a document from an accountant and then send it using the same Encyro account to their loan officer, business partner, or even a family member. Every time your client uses their Encyro account to communicate with anyone, your folder (with your branding) will be shown in their documents view.
Compete With Larger Businesses
Service providers can even create a virtual consortium with their complementary providers using Encyro without taking on any new business obligations.
For instance, a realtor, a loan officer, an escrow company, a home inspector and others who work together may all decide to use Encyro. Then, for the client, a single secure messaging account will suffice to send and receive secure documents from each such service provider.
In healthcare, a primary care provider, and all the specialists and other providers that he or she refers patients to could use Encyro. For the patient a single secure messaging account will work to communicate with all providers. This helps independent clinics and medical groups to compete with larger hospital groups that do have a single patient portal to communicate with all the departments within the hospital network.
Clients appreciate the convenience when your secure communication system lets them use their phone to click a picture of a document and send it to you conveniently and securely. Whenever you add value to the client experience, that helps improve your client retention.
Security and Privacy
While the big companies have been offering secure messaging and client portals for many years, the complexity and overhead of doing that was high for independent professionals and smaller practices. Encyro makes it easy for both the service providers and their clients to take advantage of secure messages and files.
This helps you run a professional and sophisticated operation, both for your own and your clients’ protection.
Is an invitation sent to my clients automatically when I send them a secure message?
When you send a secure message an email notification informing them about the secure message from you is sent to your recipient. No separate account invita...
What address do I link to from my website for my client portal link?
I want to place a link titled Client Portal on my website. What web address should I use for that? You may use your Encyro upload page address. This page c...
How do I create or setup a portal for clients?
How do I invite a client? You do not need to create or setup a portal account for clients. The first time you send or receive a secure message to or from y...
PCI-DSS requires safeguarding credit card data that you receive. Email is not a secure way to ask a customer to provide their credit card information to se...
Should I choose Essential or Pro membership?
Both the Essential and Pro memberships let you send secure messages to any email address (recipients need not create Encyro accounts). The key advantage of...
Can my client reply securely to my secure message?
If I send a secure message to someone, can they send me an encrypted response? Can my recipients send an encrypted message to me? If I send an encrypted em...
Gramm Leach Bliley (GLB) Act Compliance
The GLB Act of 1999 and the Safeguards Rule of 2002 require all financial service providers to protect their customer's financial privacy and is enforced b...
Can I set up individual accounts so that customers can only view their documents?
Yes, each client will only see their own documents. Even though your upload page is the same, that is only used to send documents to you. That page does no...