Digital Clipboard 

Digital Clipboard operates within the Fintech space and specialises in client onboarding solutions for wealth managers and financial advisers.

What is your company’s mission, and what problem does it aim to solve?

Digital Clipboard aims to streamline client onboarding and servicing processes for financial advisers. We address the inefficiencies of manual data entry and administrative tasks by providing a digital platform that enhances client interactions, reduces costs, and ensures regulatory compliance.

What makes your company unique in its industry?

Our platform offers three key modular and flexible workflows, including Pre-Meeting Information Gathering, where clients can securely input their information at their convenience, syncing directly to advisers’ CRM systems. Our Digital Handwriting Recognition maintains natural data capture during client meetings, enhancing the personal touch while digitising information seamlessly. Smart Annual Reviews: Automates the review process, improving efficiency and client satisfaction.

By integrating these features, Digital Clipboard reduces onboarding and servicing costs by up to 90% respectively, allowing advisers to focus on delivering exceptional client outcomes.