AI Content Chat (Beta) logo

Wealth Management ISVs Digital Clipboard offers AI-powered workflow automation SmartCOMM™ for Salesforce is the industry-leading tailored for professional advisors. Our platform empowers enterprise document generation platform for wealth client-facing teams to enhance productivity and managers. Financial Advisors can put clients first by profitability through automation and AI. By integrating delivering personalised, interactive and compliant core onboarding and servicing workflows into a seamless communications through their clients’ preferred channels experience, Digital Clipboard reduces administrative tasks, – at tremendous scale. Designed for financial services enabling advisors to concentrate on delivering great client professionals, SmartCOMM streamlines and standardises outcomes. Experience the future with “Scribe,” our AI communications processes leading to improved internal Financial Advisor Assistant. Scribe automatically captures efficiency, increased ROI and better customer experience. meeting notes, identifies action items, and generates client Learn More > letters, streamlining your workflow effortlessly. Learn More > EMEA ISV Industry Booklet — Wealth Management 5

Salesforce ISV Industry Booklet - Wealth Management - Page 5 Salesforce ISV Industry Booklet - Wealth Management Page 4 Page 6