Hiring of Prominent FinTech Executive Bolsters Goal of Making PreciseFP the Worldwide Leader in Automated Data Gathering for Easy Client Onboarding
ATLANTA; December 4, 2017 – PreciseFP, a leader in digital client onboarding, announced today the hiring of prominent industry strategist, Tyler D. Nunnally, as VP Sales & Marketing. Nunnally brings considerable wealth management and technology leadership experience to the company. His hiring strengthens PreciseFP’s capacity to grow institutional sales within the United States and expand into new markets globally.
Nunnally is a FinTech veteran with extensive international business experience, having started his wealth management career in Britain as an executive with Oxford University spin-off consultancy, Oxford Risk. He most recently served as U.S. Strategist for Australian financial risk profiling provider, FinaMetrica, where he led the company’s successful expansion into the United States. He was responsible for building strategic alliances with SaaS integration partners, managing key relationships with institutional clients and directing marketing strategy. As a prominent industry commentator, Nunnally has been interviewed by The Wall Street Journal, Bloomberg, CNBC, Smart Money and Kiplinger.
“Financial planning and investment management requires a lot of paperwork, and quite frankly, people hate doing it. PreciseFP enables advisory firms to automate data gathering for easy client onboarding which saves time, money and a lot of hassle. Clients are able to enter their information on any device, anywhere at any time. Data can then be shared between multiple other applications at the click of a mouse. People love that about the product and that’s one of the reasons why I chose to work with PreciseFP,” Nunnally said.
He added, “We are a small but talented executive team that has a ton of entrepreneurial drive and international experience. Our goal is to expand globally and that will be a primary objective in the coming months, in addition to broadening our exposure to the institutional market here in the U.S. I look forward to working with the team to make it happen.”
“Tyler is well-connected in the industry and he is highly-regarded by advisors, peers, the media and regulators. Given his experience working with advisors, he understands a lot of the risks that firms face. His consultative approach enables enterprises to maximize the full potential of PreciseFP’s powerful platform to order to increase efficiencies and meet mounting regulatory obligations around data capture and maintenance,” said Don Whalen, Co-Founder and CEO of PreciseFP.
Nunnally holds a Bachelor’s degree from the University of Georgia and a Master’s degree in International Business with Distinction from the University of St Andrews in Scotland.
PreciseFP is an automated data management platform that enables companies to gather, store and securely distribute client information online. Clients can enter their information on any device, anywhere at any time. The data is securely stored in the system and can be electronically transferred between multiple other applications, flowing directly into a financial plan or account opening process. For more information, please visit PreciseFP.com.