The future of client onboarding is here with automated microsites. These tailored portals provide clients with a secure, personalized space to submit information, track their progress, and communicate directly with their brokers—all in one place. By embracing...

User-friendly interfaces are key to easing the workload for both clients and brokers. A well-designed, intuitive onboarding system not only simplifies the process for clients but also allows brokers to manage tasks with greater efficiency. By making it easy to provide...

Welcome to a new way of managing your client data. Centralized data management is more than just organization—it’s the key to unlocking efficiency and precision. By bringing all your client information into one place, you drastically reduce errors, boost data...

Integrations play a pivotal role in modern onboarding systems. Cagan Tech have strong expertise to integrate client’s onboarding platform with various platforms. Our current range of integrations range from CRM systems, communication tools (WhatsApp, email, PBX),...

Let’s explore the power of ticketing, the cornerstone of our workflow management system. Far more than just a tool, ticketing is a game-changing approach that simplifies complex processes, bringing order and efficiency to every step. By organizing tasks and tracking...

Onboarding is a critical process in any company that aims to attract and retain clients. It involves guiding users, such as financial advisors or brokers, through the steps of taking on new clients. This ensures they understand the product’s value and can efficiently...