Christopher Hensley, President and CEO of Houston First Financial Group, thought PreciseFP would solve just one need in his practice. What he didn’t expect was how it would completely change the way he handles client onboarding, AI-enabled data gathering and tech integrations. In this live User Spotlight, Christopher will share:
- The single use case that first got him to try PreciseFP
- The unexpected discoveries that reshaped his entire onboarding workflow
- How automation and integrations save him hours
- Why PreciseFP has become “the glue” of his tech stack
Join us to see how one small shift in tools can completely change your approach to onboarding and client engagement!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Christopher Hensley
President and CEO, Houston First Financial Group
