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.
Company Details
- Employees
- 12
- Address
- One Canada Square, London,england E14 5ab,united Kingdom
- Phone
- 0203 290 8096
- in****@****ard.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- http://www.digitalclipboard.com
- Keywords
- Wealth Management, Mobile App, FinTech.
- HQ
- London, England
Digital Clipboard Questions
Digital Clipboard's helpline number is 0203 290 8096
Digital Clipboard's website is http://www.digitalclipboard.com
Digital Clipboard's LinkedIn profile is https://uk.linkedin.com/company/digital-clipboard
Digital Clipboard has
12 employees.
View email and phone details for 12
employees at Digital Clipboard.
Digital Clipboard's industry is
Software Development
Digital Clipboard's top competitors are
Wecraft,
Ldworkflows,
Maildroppa,
Hvac Lead Boost Agency,
Shogun,
Evergreen Content,
Cabal,
Lightdash,
Printed Memories,
Go Epic Adventures Inc..
Digital Clipboard's support email address is info@digitalclipboard.com
Digital Clipboard's categories are Software Development
