AdviceTech Podcast #94 – PortalStack – Time-codes
AdviceTech Podcast 1 August 2024
Episode details
0:00 – Intro
4:59 – An introduction to PortalStack, a SaaS product for client management in professional services.
12:04 – Using PortalStack for secure file sharing and digital workflows in various industries.
20:22 – Improving client experience through self-service portals.
25:05 – All-in-one client management tool with video conferencing and milestones, as well as cyber security concerns.
31:07 – Security measures for PortalStack, including end-to-end encryption, firewalls, load balancers, and multi-factor authentication.
36:24 – Integrating software for client experience and efficiency.
41:40 – The future of PortalStack, with a focus on niching down to key verticals and customising.
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