Webinars

UPCOMING

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Update Records in Real Time

Update client information in real time. When it’s time to collect and review data, just send new forms to your clients. We pre-fill them with the data that was previously provided, so there’s less work for your clients. An audit trail logs all entries and changes.

Wed, Jul 18th @ 4:00pm EDT (30 mins) Register
Efficient Practice Webinar Series: Upload Widget

Join us for our "Efficient Practice Webinar Series" where we discuss some of the best practices with upload widgets within your PreciseFP templates. See how to add the widget, where to locate the uploaded attachment(s) and how to share them with integration partners like Google Drive, Box.com and Dropbox.

Thu, Jul 19th @ 1:00pm EDT (30 mins) Register
Stay Connected by Being Relevant

Maximize retention rates by being relevant. We help you stay connected with clients year-round to ensure customer satisfaction and loyalty. Better than newsletters or emails (which are passive), PreciseFP engagement pieces ACTIVELY solicit client feedback on topics that matter most to them. That's real ENGAGEMENT! And engagement is how you remain relevant and top-of-mind to clients.

Wed, Jul 25th @ 4:00pm EDT (30 mins) Register
Win New Clients with Digital Lead Generation

Capture leads with a couple clicks. You can easily create a button, banner or screen bar for your website (we provide the code) and link it to marketing content to help you engage prospects and win new clients. You can use lead magnets from our digital Template Library, including our scientifically-validated risk tolerance questionnaire, to get a foot in the door and get a conversation going quickly.

Wed, Aug 1st @ 4:00pm EDT (30 mins) Register
Create New Accounts with Customer Acquisition

Creating new accounts is super easy. Send your new clients appropriate documentation or a proposal generation agreement from the Template Library and use our e-Signature feature to have them sign-off on it.

Wed, Aug 8th @ 4:00pm EDT (30 mins) Register
Onboard New Clients with Digital Onboarding

Onboard new clients fast. Automate your fact finding and data gathering process, and spare your clients the dread of paperwork. Clients are able to enter their information on any device, anywhere at any time to create a KYC compliant Investor Profile.

Wed, Aug 15th @ 4:00pm EDT (30 mins) Register
Share Data with Your CRM and Other Software

Gather, store and securely distribute client information online. The data is securely stored in the system and can be electronically transferred between your CRM and countless other software products, flowing directly into a financial plan or account opening process.

Wed, Aug 22nd @ 4:00pm EDT (30 mins) Register
Update Records in Real Time

Update client information in real time. When it’s time to collect and review data, just send new forms to your clients. We pre-fill them with the data that was previously provided, so there’s less work for your clients. An audit trail logs all entries and changes.

Wed, Aug 29th @ 4:00pm EDT (30 mins) Register
Win New Clients with Digital Lead Generation

Capture leads with a couple clicks. You can easily create a button, banner or screen bar for your website (we provide the code) and link it to marketing content to help you engage prospects and win new clients. You can use lead magnets from our digital Template Library, including our scientifically-validated risk tolerance questionnaire, to get a foot in the door and get a conversation going quickly.

Wed, Sep 12th @ 4:00pm EDT (30 mins) Register
Create New Accounts with Customer Acquisition

Creating new accounts is super easy. Send your new clients appropriate documentation or a proposal generation agreement from the Template Library and use our e-Signature feature to have them sign-off on it.

Wed, Sep 19th @ 4:00pm EDT (30 mins) Register