Data Management + CRM: A Webinar on the Integration of Wealthbox & PreciseFP – Wealthbox CRM

recorded webinar

Data Management + CRM: A Webinar on the Integration of Wealthbox & PreciseFP

Through our integration with PreciseFP clients and prospects are engaged through customized and personalized online form templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with form templates that focus on their unique needs. Data from Wealthbox pre-fills the templates, so clients have less work. Also, data flows to Wealthbox, eliminating the need for data entry by staff.

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