Online Client FactFind

Accessible from any device, we’ve made it both safe and easy to connect with new clients online.

Pre-Meet

Gather information online before your meetings.
Connect with clients at a time and place that suits them.

Clients receive a personalised invitation to start. Secure and convenient, it only takes 10 minutes to complete.

Once clients have completed their Pre-Meet you’ll recieve a notificaion with all the details.

Eliminate admin by saving details directly to your CRM or cash-flow modelling tools.

Gather information online before your meetings.
Connect with clients at a time and place that suits them.

Clients receive a personalised invitation to start. Secure and convenient, it only takes 15 minutes to complete.

Once clients have completed their Pre-Meet you’ll receive a notification with all the details.

Eliminate admin by saving details directly to your CRM or cash-flow modelling tools.

Grovewood Wealth Management

“Digital Clipboard has been a great time saver for our practice. Its been the missing piece for us to finally become fully digital.”

Customer: Lynne, Co-FounderAUM: £200MLocation: Tunbridge Wells

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.”

Customer: Michael, Managing DirectorAUM: £250MLocation: London