My Factfind can help you with …

Productivity

Capture and classify greater volumes of data and increase client engagement through data ownership and verification.

 

 

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Accuracy

By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely.

Compliance

Systematically track data from first creation to final archive and support compliance management and reporting.

 

Providing a quick, easy and accurate way, for Financial Advisors, Mortgage Advisors and Wealth Managers, to securely capture client financial data.

This has massively uplifted the speed and accuracy of information collected from my clients, meaning I can bring mortgages to a successful conclusion much, much faster.

DS

IFA, Weybridge

I travel and work overseas a great deal, and it’s been impossible to keep in touch. I wish I’d found an IFA working like this years ago. I would’ve been a much richer man!

BG

Investment Client, UAE

We are currently managing a staggering …

Data Records

Data Fields

Audit Records