Real-World Scenarios in Third-Party Interactions 🌍
🌐 Providing solid examples of common situations where clients might need to interact with external parties. Examples could include:
Insurance claim processing where insurance agents need financial records.
Loan application processes where bankers require detailed business financials.
Investment discussions where financial advisors seek historical financial data.
🧩 Each example will include a mini-guide on the role of Digisist in facilitating these interactions and ensuring smooth information flow.