Advisor Insight

Capture a field visit

Record the qualitative signal that won't appear in formal banking records. Fast to complete on a phone — most fields are optional.

Visit details

Where and when the visit took place

Visit date * Please add the visit date.

Advisor name * Please add the advisor name.

Advisor hub * Please add the advisor hub.

Township / community * Please add the township or community.

Business profile

The enterprise and how it operates

Business name * Please add the business name.

Owner or manager optional

Contact number optional

Sector *

Please choose a sector.

Business stage *

Please choose a business stage.

Trading location optional

Years operating optional

People employed optional

Estimated monthly turnover *

Please choose an estimated turnover band.

Financial behaviour

How the business handles money today

Banking behaviour *

Please choose a banking behaviour.

Record keeping maturity *

Please choose a record keeping level.

Digital tools in use optional · select all that apply

WhatsApp for sales Card machine QR payment Banking app POS system Social media marketing Online store or marketplace

Estimated funding need optional

Funding purpose *

Please choose a funding purpose.

Finance readiness score * 50

0 · Not readyDeveloping100 · Ready

The qualitative story behind the numbers

Advisor insight * Please capture the advisor insight.

Growth barrier optional

Growth opportunity optional

Product or market signal optional

Next steps

What happens after this visit

Recommended next action *

Please choose a recommended next action.

Priority *

Please choose a priority.

Follow-up date optional

Consent for follow-up

Business gave consent for follow-up

Advisor Insight · Field Capture demo — data stays on this device.