Nicola Conway
A North Staffordshire financial planning company has invested in top class technology to enhance the client experience.
Founder of Minerva Financial Solutions Nicola Conway decided to introduce document management platform DocPortal in February this year, to help with the storing of important documents and information and to allow for a more efficient service. DocPortal stores personal and business documents, while clients can also access the app, allowing Nicola and her team to communicate and share information directly.
Nicola Conway, Founder of Minerva Financial Solutions, says: “In a world where we spend a lot of time storing information electronically, and accessing it digitally, it is important to be able to keep important documents in one place. We wanted to help clients to be able to access what they needed with ease and that’s why we introduced DocPortal into the business.
Nicola adds: “The app really can help to store someone’s important life documentation in one place. Our finances, life policies and even legal papers are really important and need to be stored in a way that can be accessed by family members on the occasion of a death, which can be a very difficult time for relatives to be dealing with such issues. However, as you can appoint digital executors within the app, these documents can be accessed more easily and help minimise the added stress of those challenging circumstances.”
Minerva Financial Solutions have now shared the DocPortal app with more than 300 clients. As well as arranging financial documents, users are able to upload personal information such as photographs and favourite trips if they wish, along with other day-to-day documents.
“Our experience is that it’s like having a filing cabinet in your pocket – but without the large amount of paper,” adds Nicola.
“Information can be uploaded instantly to the app and people can go back and look over things themselves in their own time. We’ve found it very useful and many of our clients have been keen to use it.”
Minerva Financial Solutions is an Appointed Representative of St James Wealth Management and is based in Newcastle-under-Lyme.
