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Related Industries
button Banking
button Investments
button Wealth Management
button Property Management
button Accounting
button And many more
 
Related Forms
Account Enrollment
Account Closing Forms
Checking and Debit
Direct-Deposit Enrollment
Payment Change
Transaction Search Forms
Authorization Forms
Disclosure Statements
Stock Power of Attorney
Dividend Tax Exemptions
Indemnity Agreements
Informal Trust Agreements
Financial & Banking Industry

Financial advisors need to manage more information and the related documents and forms associated with doing business. Having a solution that helps them capture client data and execute the documentation process in real-time would increase theirs and their company’s overall pro­ficiency exponentially.

PointDigital© – Digital writing solution is the fastest and easiest way to turn your field operations into a highly efficient digital solution that allows you to communicate and collect in real-time the critical data and documents you need to move business through your workflow processes.

  • Real-Time Access
  • Accurate Handwriting Interpretation
  • Flexible – Scalable
  • Secure
From money management, wealth management and banking to personal investments and venture capital PointDigital© allows you to unobtrusively capture data and documents and process this information in real-time.
 
Streamline Workflow and Improve Efficiency
Field personnel armed with PointDigital© have the convenience and ease of capturing information on paper and routing it in real-time to office personnel. Docked to a PC or connected wirelessly with a Blackberry your field operations become highly efficient.
 
Business Workflow Sample
PointDigital can be integrated with any business application
you currently have that accepts data in XML or TEXT and
images in PDF, JPG or TIF formats.
 

To learn how PointDigital© can make your business more efficient contact one of our Digital Writing Specialist.

T: 718.552.2331
E: PointDigital

 
 
 
 
 
 
 
 
 

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