Securely capture client financial data, and stay fully compliant with GDPR
My Factfind can help you with …
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.
I travel and work overseas a great deal, and it’s been impossible to keep in touch. Now my IFA has started working digitally it has saved me hours!