Behind the Build: How Kevin Pierro, CFP® Uses FinMate AI and PreciseFP

In this session, Kevin Pierro, CFP® walks through how he uses FinMate AI alongside PreciseFP inside his firm. This is not theory. It is a look at what he built, why he built it and how it fits into his daily process!

You will see how meeting conversations can be captured, organized and turned into usable client information without manual note taking. You will also see how that information flows into PreciseFP to support data distribution and client follow-up.

Kevin shares what worked, what needed adjustment and what surprised him once it was live with clients!

Register to see the full build and ask your questions live!