Listen to Sloan Walters, from Blakely Walters Wealth Management, as he talks about his firm’s PreciseFP successes:
https://precisefp.wistia.com/medias/z524iep249?embedType=async&videoFoam=true&videoWidth=640
Blakely Walters uses PreciseFP extensively within their wealth management firm.
For their firm, PreciseFP addresses these key areas:
– Targeted client profile data-gathering
– Pre-filled customized forms
– Ability to build and customize new forms
– Real time updates from engaged clients
They have achieved:
– A lot of positive client feedback
– Reduced manual data entry by integrating with their CRM
– Greater profitability due to enhanced efficiencies across the firm
