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Digital Clipboard Connecter

By Digital Clipboard

Digital client onboarding for financial services.

No Ratings
$50   USD/user/month
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Business Need
Productivity

Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin

Provider Details

Digital Clipboard
London, England, United Kingdom
Founded
2013
Website
Email
Phone
+442032908096

Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin

Pricing Details

Default Plan

$50 USD/user/month