Watch this previously recorded live webinar to see how customizing the integration between PreciseFP and Wealthbox helps advisors gather client information even faster. This webinar will cover:
- How PreciseFP’s data gathering solution helps advisors streamline their processes and become more efficient while engaging clients.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the bidirectional sync between PreciseFP + Wealthbox can be customized to eliminate manual data entry.
- The benefits of the PreciseFP and Wealthbox integration, and how to get started with ease.