Client Onboarding
for wealth, insurance & mortgage advisors
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Introducing Digital Clipboard

An AI Powered client onboarding app for wealth, insurance & mortgage advisors.

The app streamline workflows and automates onboarding, reducing costs by 10x while improving conversion.

Why Digital Clipboard?
INCREASES
CLIENT CONVERSION
Streamline onboarding
for higher conversion
Eliminate duplicate onboarding steps
Focus on relationships,
not record keeping
CUTS
OPERATIONAL COSTS
Integrates directly into core CRM systems
Sets input standards for regulatory compliance
Eliminate the admin costs
of paper recording
NEW SALES OPORTUNITIES
Auto-match clients with suitable products
Increase client time by reducing administration
Predictive recommendation
of client requirements
Trusted by
LYNNE GADSDEN,
Co-Founder & Director,
Grovewood Wealth Management
LYNNE GADSEN,
CO-Founder & Director,
Grovewood Wealth Management
The app has been a great time saver for our practice. Its been the missing piece for us to finally become fully digital.
MICHAEL LOCKYER,
Managing Director,
Weald Wealth Management
We've wanted something like this for sometime. The app has really helped us save costs and improve our client engagement experience.
Let's talk about how we can help your business
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