Investment Advisor Contact Form (United Kingdom) Mobile App
This two-screen form allows UK investment advisors to sign up new prospects.
Features
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Submission Editing
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Reference Data
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Dispatch
It collects the personal information and investment history of customers, and invites them to give feedback about the quality of service.
Category: Finance & Insurance Financial Planning Services
- Created by: Team GoCanvas
- Type: Communications
- Language: English
- Country: United Kingdom
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iPhone, iPad -
Android -
Windows
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Why Customers Love GoCanvas
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I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.
Dave Kramer
PennLine Service
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