Client Diary + StackGo
Client Diary at the intake step of a compliance workflow.
Client Diary publishes 1 trigger event and 0 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Also listed under Client onboarding
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
Description supplied by Client Diary.
Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Client Diary connector would offer the same.
- Verification status
- Risk rating
- Last checked
- Report link
- Verified name
- Date of birth
- Document checked
- Screening result
- Beneficial owners
- Form responses
- Verification report (PDF)
Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.
Client Diary is made by clientdiary.com. We are not affiliated with them.
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