Financial Services

Collecting information and documents from clients can feel like a juggling act - Gatheroo can help!

Centralise to Optimise: Centralised Client Communication

May 22, 2024 Laetitia Boden

Streamline All Client Communications and Data into a Single, Secure Platform for Maximum Efficiency Managing client communications and data can […]

This image shows a broken window which is spidering like a web. Gatheroo helps bookkeepers to reduce the risks in their business processes

Bookkeepers, Financial Services

Bookkeeping Business Risks: Navigating Cyber Security Risks

April 8, 2024 Laetitia Boden

54% of small businesses consider it is almost certain they’ll face a cybersecurity incident. 54% of us see it coming […]

Photo shows a lady in front of a presentation screen with growth charts and various stats, showing a scaling mortgage brokerage business.

Mortgage Brokers, Financial Services

Scaling Mortgage Brokerage Businesses with Gatheroo

December 23, 2023 Laetitia Boden

The Challenge of Scaling in Mortgage Brokering In the competitive landscape of mortgage brokering, scaling your business is not just […]

Lady wearing a red jumper is looking at a wall on which lots of level arch files are stored. This depicts the manual process that Gatheroo replaces with digital file collection, client collaboration and automated client reminders.

Professional Services, Financial Services

Requesting And Collecting Files From Clients

November 8, 2023 Laetitia Boden

On the surface, requesting and collecting files from clients sounds like a routine task. Yet, streamlining this process unveils significant […]

Efficient client management with Gatheroo helps Mortgage Brokers to connect with clients for greater growth

Mortgage Brokers, Financial Services

Efficient Client Management for Mortgage Brokers

October 29, 2023 Laetitia Boden

Managing client information and documents effectively is crucial in the mortgage broking industry. Let’s explore how you can master this […]

A lady and a man working at a desk seemingly looking at a computer. The room is well lit and another desk can be seen in the background. This depicts the image of financial service providers being able to focus on important value-added tasks rather than chasing clients for documents and information.

Financial Services

Empowering Finance Brokers: Gatheroo Streamlined Operations

October 23, 2023 Laetitia Boden

Money Matters* is a leading financial advisory firm that has been serving a diverse clientele for over a decade. With […]

This photo shows a man working on a laptop, seemingly thinking about something as one of his hands is near his mouth and he's looking at the screen. This photo is to illustrate the difficult decision that team leaders make when choosing a document collection software like Gatheroo

Conveyancing, Bookkeepers, Professional Services, HR, Mortgage Brokers, Web design, Financial Services, Marketing

Maximise Productivity: A Guide to Choosing the Right Document Collection Software

October 12, 2023 Laetitia Boden

Choosing the Right Document Collection Software For Productivity In today’s fast-paced digital world, streamlined document management is essential for maximising […]

This photo shows an email icon on a phone with 2 unread emails. This is to show that this article is about a comparison between Gatheroo and email as a method to collect information and documents from clients.

Professional Services, Financial Services

Why Gatheroo Beats Email for Collecting Client Information and Documents

October 1, 2023 Laetitia Boden

If you’re like most businesses, collecting client information and documents probably ranks high on your list of administrative challenges. Between […]