Investment Advisor Contact Form (United Kingdom)
This two-screen form allows UK investment advisors to sign up new prospects.
5,000 Companies save time and money with GoCanvas
It collects the personal information and investment history of customers, and invites them to give feedback about the quality of service.
Not quite right?
GoCanvas accounts come
with hundreds of form templates
Don't take our word for it...
“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.”