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Hogan French Financial Services Cuts Onboarding Time in Half with PreciseFP

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Hogan French Financial Services turned to PreciseFP to help enhance operational efficiency and better position the RIA firm for expansion and growth.

The Challenge for Hogan French Financial Services

Hogan French Financial Services faced significant operational challenges as they prepared for expansion. The firm needed to efficiently onboard new clients and manage compliance documentation without significantly increasing administrative staff.

KEY CHALLENGES INCLUDED:

SCALABILITY​

Ensuring the firm could handle a growing number of clients and advisors without a proportional administrative burden.

CLIENT EXPERIENCE

Providing a seamless and convenient experience for clients during the onboarding process.

ADMINISTRATIVE EFFICIENCY

Reducing time and effort the firm spends on client onboarding and compliance documentation.

DATA SECURITY

Addressing client concerns about the security of their personal and financial information collected online.

The PreciseFP Solution

Hogan French Financial Services implemented PreciseFP for:
Better Client Onboarding

Automated client data collection uses secure online forms, which replaces lengthy phone calls and error-prone manual data transcription.

Improved Compliance Documentation

Auto-filling features quickly and accurately process compliance documents.

Customizable Forms

Easily modified forms allow the firm to tailor client outreach and data collection to their specific needs, enhancing efficiency and accuracy.

The Results

TIME SAVINGS

Onboarding time was reduced from 30 minutes to 10-15 minutes on average.

SCALABILITY

The team was able to handle more clients and advisors without a proportional increase in administrative workload.

IMPROVED STAFF EFFICIENCY

Staff benefited from the platform's customizability, tailoring forms to their specific needs and significantly boosting efficiency.

CLIENT CONVENIENCE

Clients are now able to complete forms at their convenience, which has improved client engagement and reduced scheduling conflicts.

ENHANCED SECURITY

Clients initially had security concerns about online data collection, but after understanding PreciseFP’s robust security measures, they appreciated the flexibility and convenience.

What's Next?

PreciseFP has become an indispensable tool for Hogan French Financial Services, addressing scalability and administrative efficiency challenges to create an experience vastly improved for advisors and clients alike.

By automating data collection and compliance documentation, the firm is positioned for growth without increasing administrative burden. As the team expands, PreciseFP will continue to play a key role in their operational strategy, ensuring seamless and efficient client onboarding and compliance management

Industry
Financial Advisory
Location
South Jordan, UT
Number of Advisors
3 (expanding to 5-6)
. . .that convenience of not having to enter client information again and again and again, when you're doing paperwork for the same client is just fantastic, having all of that integrated just from a servicing standpoint, is fantastic. So that's our primary use of it, and I couldn't think more highly of it. It's just fantastic.
Andria Stubbs
Invest time upfront in properly setting up the system to fit your specific needs. This initial investment will pay off in the long run by simplifying and speeding up future processes.
Andria Stubbs

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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.

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