“Given the circumstances of the past year, we were searching for alternatives to better support our clients throughout the onboarding process, As the pandemic prevented new clients from visiting the branch, we reached out to Perfect Portal once we discovered they were offering their premium members a fully-integrated digital solution for onboarding clients. Once we discovered how easy it was for our clients to reach compliance, and how the level of automation enabled our staff to manage a higher concentration of matters - we just wished we invested in the tech before the pandemic obliged us to do so!”