Solution introduction
Online client fact find
Accessible from any device, we’ve made it both safe and easy to connect with new clients online
Gather information online before your meetings.
Connect with clients at a time and place that suits them.
Accessible from any device
Clients receive a personalised invitation to start. Secure and convenient, it only takes 10 minutes to complete.
Get notified on completion
Once clients have completed their Pre-Meet you’ll receive a notification with all the details.
Saved directly to your back office.
Eliminate admin by saving details directly to your CRM or cash-flow modelling tools.
