A Better Customer Journey

A better Customer Journey

Enable your own “robo” experience and superior customer journey.

Advisors who gather client data digitally and use it to populate account opening and other PDF forms significantly increase their closing ratio and revenue.

Through the use of required fields and data checking, PreciseFP is able to lower NIGO (Not In Good Order) while enhancing the client experience via responsive forms that zero in on the needs of the client.

Client and prospect journey

With PreciseFP, you can configure client and prospect paths that are unique to your firm. We call these Pipelines and they define the kind of journey that your clients and prospects will have.

If you think about the workflow of a typical advisory firm, it can involve certain steps, each dependent on the previous step having been completed.

Superior customer experience

Clients want fewer places to log into and less software to learn. That’s why independent advisors who want to give their clients a “big company” experience and a better customer journey use PreciseFP.

And since the platform is really multiple applications in one, your clients don’t have to jump in and out of various applications. They can get it all done in one easy-to-use, familiar environment.

Flexibility and speed

PreciseFP was built by advisors, for advisors. When you sign up, you gain immediate access to a powerful library of templates that thousands of advisors use in their firms as-is or customize using our powerful template designer.

With PreciseFP, not only can you customize the content, you can customize the customer journey by making our client and prospect Pipelines your client and prospect Pipelines. It’s flexible, it’s fast, and you don’t need to be a programmer to do it.

Shanna Tingom

Co-founder of Heritage Financial Strategies

66% higher closing ratio and a 73% increase in revenue by using PreciseFP as a digital onboarding tool.

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Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.