In-Person FactFind

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In-Person
FactFind

Streamline client meetings with an app designed for on-the-spot data capture.

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Digital client onboarding for 1,000+
forward thinking advisers

Tools for the model adviser

Beautifully simple tools to help advisers work faster and reduce admin overhead. Intuitive design, digital handwriting, and effortless CRM synchronization with Salesforce, all through the convenience of any modern browser or iPad.

Effortless Digital
Notetaking

The app's digital handwriting feature captures data quickly while maintaining personal engagement with clients, replacing cumbersome typing and enhancing the natural flow of conversation.

Instant Client Risk
Profiling

In a few taps, assess a client's risk tolerance to guide investment choices. The app ensures accurate, compliant suitability assessments with streamlined data entry.

Sync Fact-Find Notes
with CRM

Fact-find notes are transformed into client data points, instantly and automatically updating Salesforce records, ensuring that customer profiles are always current and accurate.

Since incorporating Scribe, note-taking hassle has disappeared

Our meetings are now more efficient without the burden of data entry. We're fully engaged with our clients, confident in the accuracy, security, and compliance of our records

Ewan Dowes

Dowes Wealth Management

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Get in touch to discuss your needs and how we can help.

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