Problem
Your customers HATE pdfs, excel spreadsheets and paper. These methods are no longer acceptable by your customers.
Solution
Online-only, intuitive, and dynamic AI-Powered forms gather only the essential data and ensure the hiring process is as fast as possible.
Online forms not only streamline the data-gathering process but also improve efficiency and scalability.
Whether you're using a desktop, laptop, tablet, or mobile device, these forms are easily accessible from anywhere, on any platform and at any time for flexibility and convenience.
The Finpace Difference
Sleek, user-friendly and highly secure forms makes the hiring, data-gathering and retention process much faster and effective. This helps you focus solely on what you do best.
Results
Forbes findings suggest that almost 80% of customers seek advice online and will no longer accept paper processes. By transitioning your practice online, you'll see an immediate uptick in engagement, and Finpace can help with that!
Scalability
As your firm grows and data requirements grow with it, having everything securely online and immediately accessible ensures you continually achieve better and more predictable outcomes.
Gain valuable insights into your operations through comprehensive analytics and reporting tools. Track performance, monitor key metrics, and make data-driven decisions.