Digital Clipboard ^Companies

Digital Clipboard is an AI-powered client onboarding app designed for wealth, insurance, and mortgage advisors. The app revolutionizes the onboarding process by streamlining workflows and automating tasks, resulting in a 10x reduction in costs. With Digital Clipboard, advisors can provide a more efficient and reliable service to clients, leading to improved conversion rates. The app utilizes smart technology to adapt to the individual methods of advisors, simplifying the collection of client information and creating real-time, paperless records.