Case Study: Suncrest Advisors Reduced Costs and Enhanced Its Client Experience with PreciseFP

Suncrest Advisors, with offices in Utah, Arizona, and Ohio, is a small firm headed by Sean Heney. As Suncrest Advisors grew, Sean faced a major bottleneck: manual data collection was inefficient and had a negative impact on client experience. Specifically, the firm was struggling with disconnected systems, client experience gaps, and scaling its operations.

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.

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.