Automated Workflows - PreciseFP

Automated Workflows

Automate Your Client’s Journey

Built on top of our pipelines, automated workflows allow you to trigger specific actions whenever a certain event occurs. You can move your clients through your pipeline when they complete an engagement, convert a prospect to a client when they sign your service agreement, or engage clients for their yearly review automatically. The possibilities are endless.

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Hassle-free data gathering

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.