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Time is Money: How The AmeriFlex Group Cuts Costs with PreciseFP

The AmeriFlex Group, based in Las Vegas, is comprised of 170+ advisors and 13,000+ clients from all across the Unites States. The suffered from paperwork overload and manual data entry was dragging them down. They were always at the risk of data entry errors. There were numerous inefficiencies in onboarding clients, and they found the traditional method of completing paperwork overwhelming and time-consuming, which sometimes led to delays in their onboarding process.

But all that changed once they found PreciseFP. With PreciseFP solutions such as streamlined fact finders, integrated CRMs, customized branding, and more, AmeriFlex was able to improve client experience, reduce errors and provide safe and accurate data, offer enhanced advisor autonomy, and give clients the convenience of self-service onboarding.

 

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Read why Natalie White from AmeriFlex says “It’s so easy to use. If you’re on the fence, just try it out. You don’t know what you’re missing until you see what you could have.”

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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.

Download the Case Study