Revolutionary AI-powered document analysis that transforms client onboarding. Upload client documents and watch as our intelligent system automatically populates comprehensive fact-find forms in seconds.
Trusted by financial professionals worldwide
Watch our demonstration to see how FactFind Automator Pro revolutionizes client onboarding
See how our AI technology transforms document analysis into automated fact-find population
Advanced artificial intelligence extracts and interprets financial data from any client document format, eliminating manual data entry completely.
Transform hours of manual work into seconds of automated processing. Complete fact-find forms are generated instantly from uploaded documents.
Streamline client onboarding with faster, more accurate data processing that reduces meeting time and improves professional service delivery.
Complete AI-powered automation solution
As a financial professional using FactFind Automator Pro, you are responsible for ensuring GDPR compliance when processing client data. Before using this tool, you must:
"I consent to my financial documents being processed by FactFind Automator Pro's AI system for the sole purpose of populating my financial fact-find form. I understand that my data will be analyzed using secure AI technology, no personal data will be stored permanently, and I can withdraw consent at any time."
Disclaimer: Users are solely responsible for ensuring compliance with all applicable data protection regulations. FactFind Automator Pro provides the technical capability but does not assume liability for regulatory compliance.
Military-grade encryption protects all data transmission and processing
All connections secured with latest SSL/TLS encryption protocols
Full compliance with European data protection regulations
Client information processed and immediately discarded
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