Financial
Adviser
AI Assistant
Adviser
AI Assistant
Transforming ongoing advice with automation and AI assistance.
Digital client onboarding for 1,000+
forward thinking advisers
forward thinking advisers
The Future of
Advice Support
Advice Support
Scribe is a cutting-edge solution designed to enhance the efficiency and compliance of financial advisers. With innovative AI technology, Scribe transforms the way you manage client interactions and admin tasks.
Meeting Mastery
On-Demand
On-Demand
Link Scribe to your Google or Microsoft calendar for automatic attendance and recording on Zoom, Google Meet, and Microsoft Teams meetings.
Documentation
Excellence
Excellence
Scribe generates detailed meeting notes and smart summaries for advice letters, ensuring that your advice is always documented thoroughly for ongoing client relationships.
Compliance
Assurance
Assurance
With Scribe, you can rest easy knowing that your processes adhere to regulation, minimizing the risk of non-compliance and protecting your practice.
Seamless CRM
Integration
Integration
Our platform summarizes and pushes updates and action-items to Salesforce, making sure your client records are always current without the manual data entry.
Digital Clipboard's Smart Annual Review feature has been a game-changer for our firm.
We've seen a remarkable improvement in efficiency, and our clients appreciate the streamlined
digital interactions. Regulatory compliance is no longer a concern, thanks to the automated audit
trail. Truly, an indispensable tool in our operations.
Ewan Dowes
Dowes Wealth Management
Ready to get started?
It Starts with a Demo
Book a demo to see how Digital Clipboard can help you save time and money.
Our Solutions
© 2024 Digital Clipboard. All rights reserved · Privacy Policy · Terms & Conditions
© 2024 Digital Clipboard. All rights reserved
Privacy Policy · Terms & Conditions