Data Quality Score

Ensure You Know Your Customer

The data quality score lets you know that KYC and other requirements are being met. And when your clients or prospects receive low scores, it’s easy to drill down and check exactly what is missing to address those deficiencies.

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Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.