My environments and Client portals

What are My Environments and Client Portals?

A My Environment or Client Portal is a separate digital channel that exists alongside your website, but fully integrates with it. A My Environment often contains functionality or information that is not accessible on the regular website. It is an exclusive channel that requires the user to have an account to access it.

You can therefore offer all kinds of extra functionality or information to your users in a My Environment. Consider registration options for events, requesting a personalized quote, requesting personal information, viewing your own order history or placing an order for an exclusive product.

A successful quotation portal for Dexxi

Dexxi is the innovative online solution from asset manager Indexus. With lower entry rates, Dexxi turns everyone into an investor. Potential customers can create a profile online and in their My environment complete a risk profile and request a personalized quote for Dexxi's services. Financial intermediaries can also use the client portal to prepare quotes for their customers.

The Fresh Foundation has better connections with members via the My Environment

The Fresh Foundation connects students and businesses in the real estate sector. They organize events, meetings and presentations on various topics. Companies and students can log in via the My Environment to organize events or register for them. It is also possible to respond to vacancies, for example. In this way, Fresh receives a lot of customer information about job preferences and areas of interest of the members.

A My Environment is more than a profile

Many companies work with websites where users can log in. From simple e-commerce environments to complex investment tools. Whatever environment you offer the user, it must work well. In any case, you are working with personal data. This means that the portal must be secure. As an expert in this field, we offer high-quality solutions. We guarantee privacy and ensure that the data is used correctly.

Also need a My Environment?

Please contact us. Then we will look further together.


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