Investment Advisor Contact Form (United Kingdom) Mobile App
This two-screen form allows UK investment advisors to sign up new prospects.
Features
Submission Editing
Reference Data
Dispatch
How does it work?
It collects the personal information and investment history of customers, and invites them to give feedback about the quality of service.
Industry: Finance & Insurance Financial Planning Services
- Created by: Team GoCanvas
- Type: Communications
- Language: English
- Country: United Kingdom
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iPhone, iPad -
Android -
Windows
Your account comes with access to thousands of mobile forms.
Your account comes with access to thousands of mobile forms.
Why Customers Love GoCanvas
All accounts come with hundreds of related apps
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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