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In a BIT Connect
In a BIT Connect is an intelligent client communication platform built for businesses that thrive on lasting relationships.
Whether you’re a financial adviser, accountant, lawyer, or professional service provider, it makes collecting information effortless, keeps you compliant, and helps strengthen client connections at every stage.
Seamless Client Data Collection
With In a BIT Connect, gathering client information is quick and simple. Upload a CSV or add clients manually, and the system reaches out via WhatsApp or email. WhatsApp delivers a conversational Q&A, while email links to a secure online form. Once completed, responses are automatically compiled into a branded PDF, sent back for e-signature, and securely stored with every step tracked from start to finish.
Unlock New Opportunities
In a BIT Connect isn’t just about reducing admin it’s about driving growth. By analysing the information collected, the system helps identify gaps and highlight commercial opportunities. From missing insurance cover to overdue legal reviews or prompts for tax advice, Connect provides actionable insights that empower firms to upsell services and strengthen client relationships.
Secure, Intuitive Client Experience
Client engagement should be effortless and professional. In a BIT Connect ensures every interaction takes place in a secure, user-friendly environment. It streamlines communication, minimises manual work, and delivers a polished, branded experience that builds trust and improves efficiency.