Digital Clipboard
HQ Address
70 Wilson Street, London, England EC2A 2DB, United Kingdom
Website Address
Business introduction
Streamlined client onboarding
Digital Clipboard is an AI-powered client onboarding app for wealth, insurance and mortgage advisors.
The app streamlines workflows and automates onboarding, reducing cost by 10x while allowing advisors to provide a smoother, more dependable service to clients, helping to improve conversion.
Using smart technology, it adapts to the unique way in which advisors conduct their client meetings, simplifying the collection of client details into paperless records in real-time.
Digital Clipboard Solutions
Clipboard
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks. Client Experience Digital Handwriting for natural data capture Digital Clipboard uses handwriting recognition to help you maintain client contact while capture the details that matter. The ease and familiarity of paper notes.. only better. Document Management Digitally send,......
business needs
view solutionPre-Meet
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......
