The Challenge
As Suncrest Advisors grew, Sean Heney faced a major bottleneck: manual data collection was inefficient and had a negative impact on client experience.
KEY STRUGGLES INCLUDED:
DISCONNECTED SYSTEMS
Duplicate entry of client data into multiple systems (e.g., CRM, financial planning tools) consumed valuable time.
CLIENT EXPERIENCE GAPS
Client meetings started from scratch each time, without building on previous conversations.
SCALING OPERATIONS
With difficulty meeting increasing client demands, the team found themselves at a crossroads, debating whether to hire additional staff or adopt a technology solution.
The PreciseFP Solution
Sean’s goal was to build a more efficient and scalable system without hiring additional
team members.
He turned to PreciseFP as the central data-gathering hub for Suncrest Advisors. Its
flexibility, integrations, and ease of use immediately addressed the firm’s core pain points.
PreciseFP allowed the firm to:
Collect Data Once
As data is entered into PreciseFP, it flows into eMoney and Wealthbox, eliminating the firm’s repetitive data-entry tasks.
Customize Forms
With no coding required, Sean’s team could quickly design forms, so each client gets a smooth, personalized online experience.
The Implementation
DATA GATHERING
Before adopting PreciseFP, the insurance side of the business entered data manually, copying and pasting from PDFs and databases into various systems. This led to inefficiencies and a higher risk of errors.
The process was simplified by adopting PreciseFP. The team uses a single data-gathering form in PreciseFP that — once filled out — automatically syncs client information into Suncrest’s CRM (Wealthbox) and planning software (eMoney). This streamlined
approach has eliminated redundancy, letting the team execute processes efficiently
and consistently.
"Before PreciseFP, we spent a lot of time copying and pasting client data. Now, with
PreciseFP, we execute it consistently every time, and it’s made our operations so
much more efficient."
SCALING WITHOUT HIRING
Suncrest Advisors wanted to maintain their team size. They successfully avoided hiring
additional support staff by investing in tools that set their existing team up to operate with
more ease and at a higher capacity, so they could focus more on strategy and planning.
“Well, we were trying to nail down whether or not to hire somebody new. We really thought we needed to hire someone, but then we started thinking about it — how do we train them? … We were thinking, 'There’s got to be a different solution.' And that’s when I found PreciseFP … It was almost a turnkey solution for us. We were looking for new staff to solve the problem, but really, technology helped us increase our capacity without having to hire additional people.”
Key Features Used
Integrations
Sync with Wealthbox CRM and eMoney
Customize Forms
Easy-to-adjust templates from the Form Library (no need for technical expertise)
Advisor-Friendly Interface
Advisors can continue conversations while easily filling out forms behind the scenes
Client-Friendly Authentication
Clients securely authenticate via email or text, without the need for a new login
The Results
INCREASED EFFICIENCY
Adopting PreciseFP greatly reduced manual data entry and data duplication. Sean’s team
was able to define and execute an efficient data-gathering system using the tool, which has
consistently improved the client onboarding and service process.
"Yeah, we did a lot of duplicate data entry where, on the insurance side of our business, we'd enter information by copying and pasting from a PDF or from a database. We just didn't have a good system. But then PreciseFP allowed us to define what that system should be and execute it consistently, time after time."
EASE OF USE AND CUSTOMIZATION
The Suncrest Advisor team found PreciseFP’s ease of use and customization options to be
standout features of the platform. Previously, the team needed a developer's help to
adjust forms, or they risked errors when advisors modified them manually. PreciseFP’s
user-friendly platform makes customization easy. Even users without any technical
expertise have been able to make form modifications, which has led to a smoother
experience and the opportunity to learn new skills along the way.
"PreciseFP made it easy to customize forms, and I didn’t need to be a developer to do it.
It was so user-friendly."
COMPLIANCE AND DATA SECURITY
PreciseFP has made it easy to keep client data secure and meet regulatory standards,
including FINRA’s Know Your Client (KYC) regulation.
“I think it's across the board. It makes business easier, makes planning easier, and I
think it improves the client experience. Even from a compliance standpoint, having all
that data in one spot is huge.”
IMPROVED SCALABILITY
Suncrest saved more than $50,000 annually by empowering its existing team with better
technology versus hiring an additional assistant. With the centralized system, the team has been able to handle more clients without overloading staff or sacrificing service quality.
"I’d say it's really helped us increase capacity. We've been growing like crazy, and it’s
allowed us to grow more efficiently.”
Financial Advisory
Utah, Arizona, and Ohio
3
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
- Private Wealth Advisor, Partner
- Suncrest Advisors
By adopting PreciseFP, Sean Heney and his team at Suncrest Advisors transformed their operations. They achieved increased efficiency, reduced manual tasks, and enhanced the client experience, all while scaling their business without hiring additional staff. The firm is well-positioned for continued growth with a solution that works for advisors and clients alike.
