DIGITAL CLIPBOARD
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
Industry:
Artificial Intelligence Enterprise FinTech SaaS
Founded:
2013-01-01
Address:
London, England, United Kingdom
Country:
United Kingdom
Website Url:
http://www.digitalclipboard.com
Total Employee:
1+
Status:
Active
Contact:
0203 290 8096
Email Addresses:
[email protected]
Total Funding:
850 K USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Google Universal Analytics Global Site Tag
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Symvan Capital investment in Seed Round - Digital Clipboard
Official Site Inspections
http://www.digitalclipboard.com Semrush global rank: 248.58 K Semrush visits lastest month: 280.1 K
- Host name: 104.26.4.244
- IP address: 104.26.4.244
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Digital Clipboard"
Digital Clipboard
In person or online, Digital Clipboard makes it easy to onboard and service clients. Digital Clipboard streamlines client interactions driving efficiency, profitability, and regulatory compliance. Modular, flexible workflows for a better …See details»
What is Digital Clipboard? | Digital Clipboard Help Center
Digital Clipboard is a SaaS company providing client onboarding solutions for wealth managers and financial advisers. An online fact find that makes it safe and easy to connect with clients …See details»
Digital Clipboard - Crunchbase Company Profile & Funding
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 …See details»
Clipboard app - Digital Clipboard
Contact us at [email protected]. For new users who do not have a Digital Clipboard subscription. Select Create account to confirm account set up. You’ll be set up on the Professional plan. Your account has been created and …See details»
Digital Clipboard Help Center
Digital Clipboard Help Center. Advice and answers from the Digital Clipboard TeamSee details»
AI-Powered Meeting - Digital Clipboard
Scribe is a cutting-edge solution designed to enhance the efficiency and compliance of financial advisers. With innovative AI technology, Scribe transforms the way you manage client …See details»
Clipboard FAQs - Digital Clipboard
Contact the team at [email protected]. General Data Protection Regulation. The General Data Protection Regulation (GDPR) came into effect on Friday 25 May 2018. It is an …See details»
Online Client FactFind - Digital Clipboard
Modern user-friendly webforms that modernize interactions, eliminate paperwork, and ensure dat security. Integrated directly with CRM systems like Salesforce, it optimizes client interaction, …See details»
Digital Clipboard - LinkedIn
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 …See details»
What is Clipboard? | Digital Clipboard Help Center
A stylus-first tablet app designed for wealth managers and financial advisers that captures client data securely and saves directly to the CRM.See details»
Digital Clipboard Login | Sign in - DATAMYTE
Welcome Back Login to manage your applications and data in the simplest form.See details»
Digital Clipboard for Creating Workflows | DATAMYTE
A singular, low-code rapid application platform that scales across your organization to fix issues now! ACTUAL clients applications that solve ACTUAL problems . Try it Free. Schedule Demo. …See details»
Help getting started | Digital Clipboard Help Center
Find a record with your name on it as soon as you sign in to your account. Send Pre-Meet to yourself and go through the entire process to see what gets sent to your clients, the Pre-Meet …See details»
Digital Clipboard · GitHub
Digitalclipboard.com; Learn more about verified organizations. Overview Repositories Projects Packages People Popular repositories clubhouse-workflow-action ... This organization has no …See details»
Digital Clipboard - DATAMYTE
DIGITAL CLIPBOARD RESOURCES Rapid, low-code applicationplatform that scales your organization to fix issues now! What’s New – Tech Updates Strategic Projects User GuidesSee details»
Digital Clipboard Video Overview - YouTube
May 10, 2022 This is a quick overview of Digital Clipboard. Clients using DATAMYTE's software have seen significant gains in productivity while experiencing as much as an...See details»
Digital Clipboard | Digital Clipboard Help Center
Learn more about Digital ClipboardSee details»
Digital Clipboard - Apps on Google Play
Oct 9, 2024 Visit https://digitalclipboard.datamyte.com to get started. Get Started Now! Updated on. Oct 9, 2024. Business. Data safety. arrow_forward. Safety starts with understanding how …See details»
Clipboard | Digital Clipboard Help Center
Are you planning to build other products to complement the factfind process?See details»
How do I access the app? | Digital Clipboard Help Center
Once you download the app on your iPad device, create an account or sign in if you have an existing Pre-Meet account on an eligible plan, using your SJP login details.See details»