Z Accuracy By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely. Compliance Systematically track data from first creation to final archive and support compliance management and reporting.
Providing a quick, easy and accurate way, for Financial Advisors, Mortgage Advisors and Wealth Managers, to securely capture client financial data. This has massively uplifted the speed and accuracy of information collected from my clients, meaning I can bring mortgages to a successful conclusion much, much faster.
IFA , Weybridge