Discovering New Methods to Engage Clients & Prospects
Every client is unique. Some are more tech savvy than others. Some don’t even know where their financial documents are. Each client has a different financial situation, with different goals, and different needs. With PreciseFP, you can leverage a custom library of fact finder templates to gather client data or prospect with just a few clicks.
During this webinar Ryan George, Don Whalen and Sebastian Skwarek discussed and demonstrated the different features of the PreciseFP platform.
Click below to view the webinar recording to learn more about how your firm can take advantage of these solutions.