Join us as we focus on making your life easier as a financial advisor. We’ll walk you through a real-life case study showcasing the power of PreciseFP and GReminders.
Find Out:
- How PreciseFP’s customizable templates accomplish AI-enabled data gathering and investor interactions.
- How GReminders simplifies scheduling, launches to investors, and enhances communication for a seamless experience.
- A step-by-step walkthrough from AI-enabled data gathering to meetings and calendars to CRM integration.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Xeaira Burkett
Partner Relationship Manager, GReminders
