Скачать или смотреть Streamline Client Onboarding and Data Collection with Finpace Public Forms - Public URL Copy Code

See how to copy and paste your public URL code within Finpace templates, so you can revolutionize your client onboarding and data collection processes.

In this video, we demonstrate how to copy your public URL, from your desired template within Finpace.

🔍 Key Features Covered:

Creating and sharing forms with public URLs
Embedding forms on your website for easy access
Using one-time passcodes for secure data collection
Enhancing client interactions with effortless, no-login-required forms
Automating data collection and client onboarding

📈 Optimize Your Workflow:

Finpace helps you streamline operations, reduce manual entry, and improve client satisfaction with our intuitive form solutions. Perfect for financial advisors and service-based businesses looking to enhance their digital experience.

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