Discover the ultimate solution to the top bottleneck in client onboarding and CRM functionality—clean data. Learn how to use PreciseFP to leverage clients to fill out their information, ensuring accurate data is directly fed into your CRM. We’ll check out Redtail’s important information workflow, to make key fields mandatory in PreciseFP’s fact finder. In working with offices, it’s the best way to eliminate all data entry and make sure you have good, clean data for your CRM. Don’t miss this webinar presented by leading CRM and data experts.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Jacqueline Anderson
Redtail
