A short promotional video (Anvil For Wealth Managers) pitching Anvil as a replacement for clunky PDF onboarding for wealth advisors. It highlights an intuitive online form that auto-fills original PDFs, automatic sending to DocuSign for signatures, CRM integration for syncing client data, and a dashboard for managing client information — promising faster client closings and business growth.
As a wealth advisor, you want to close more clients. However, you're stuck using clunky PDF forms. Anvil takes your clunky PDF and replaces it with this, a simple, intuitive online form that is a joy to complete. We then take the data and fill out your original form before automatically sending to DocuSign for signatures. We also integrate with your CRM so syncing all of the data so that you don't have to manually enter it. Finally, we give you this a dashboard, your mission control for gathering and managing client information and documents. With Anvil, you close more clients faster, grow your business quicker, and do more of what you love.
