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.