In Sync

5 Financial Advisor Workflow Tips To Keep Clients For Life

by Victoria Donovan on June 11, 2021

financial advisors getting the job done with Sync.

Building strong client relationships is the key to success for any business. In fact, studies have shown that a 5% increase in client retention can lead to a 95% return in profits. Happy clients spend more over time, refer their friends, and are more likely to post positive reviews online. It’s win-win for everyone.

For financial advisors, complex workflows get in the way of all that happy healthy relationship building. Slow, inconsistent processes take up time and energy better spent understanding clients and helping them reach their financial goals. Optimized workflows keep your clients safer and make file sharing easier, organized, and scalable. With that, you’ll be on your way to building stronger client relationships that last a lifetime.

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Time To Ditch Email Attachments For A Client File Portal

by Victoria Donovan on June 3, 2021

client file portal.

Every interaction you have with your clients leaves a lasting impression. But providing great user experiences when sharing files and collecting documents is not easy when you’re doing it over email. Luckily, there’s a better way.

Sync’s secure client file portal makes collaborating with clients, customers, and external stakeholders easy, safe, productive, and professional. You can send files, request documents, and engage in conversations—all while staying organized and in control! Your clients will have their own secure and branded place to easily upload and download files. Simply put, it’s the best file sharing solution for you and your clients.

So stop sharing through email and start using your own client file portal. Leave a lasting impression and watch your business grow.

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How Cloud Storage Inspires Innovation In Education

by Victoria Donovan on May 6, 2021

Cloud Storage for Education

As technology continues to transform virtually every aspect of our daily lives, it makes sense that it’s also transforming the way we impart knowledge and teach in the hallowed halls of learning, and for the better. Today’s students are always connected and at the forefront of everything digital, so by embracing technology in the classroom like it’s been embraced at home, you’ll have a fully engaged class, innovating and eager to learn. Educational institutions of all sizes have been adopting cloud-based technology at a record pace to deliver:

  • Improved learning experiences that promote collaboration
  • Modernization that saves time (and saves the environment)
  • Enhanced security to protect sensitive data
  • Significant cost savings with increased capabilities

Your goal is to inspire future generations to do truly incredible things, and by modernizing your education stack to teach smarter, you can adapt to anything that comes your way…including a global pandemic, for instance.

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Cloud Storage And File Sharing For Healthcare Providers: Everything You Need To Know

by Samantha on May 5, 2021

Businesses everywhere are moving to the cloud, healthcare included. In fact, 83% of healthcare providers today are now using cloud-based services to:

  • Keep healthcare data backed up and accessible
  • Enable internal and external file sharing and team collaboration
  • Maximize security and compliance to keep PHI safe
  • Reduce costs at scale

The cloud is an essential service, and with it, your organization will be able to connect and communicate easier, stay organized more efficiently, and offer improved patient care that keeps your community safe and healthy.

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Sync 3.6.x mobile apps available

by Jason on May 4, 2021


We’ve just released version 3.6.x of the Sync mobile app, for iOS and Android. If you’ve already got the Sync app installed, it will auto-update. If you haven’t yet installed Sync on your mobile device you can do so by following these instructions.
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