Pre-meeting engagement
with mobile-ready forms
Start building your client relationships even before the first meeting. Mobile engagement helps you connect with clients at a time and place that suits them.
Digital handwriting
Digital Clipboard's stylus first approach uses handwriting recognition to help you maintain client contact while capturing notes.
Identity verification for AML compliance
Digital Clipboard's in-built scanners capture passport and driving licence details. The system integrates with leading third-party AML verification services.
Drive efficiency with reduced administration
We streamline your back office by connecting directly to your CRM. We integrate with leading CRM providers and technology vendors.
MICHAEL LOCKYER
Managing Director,
Weald Wealth Management
We've wanted something like this for some time. Digital Clipboard has really helped us save costs and improve our client engagement experience.
Let's talk about how we can help your business