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PreciseFP review and demo

PreciseFP is an automated data-gathering solution that helps financial advisers engage clients and gather data critical to the quality of their financial plan.

I invited Don Whalen, co-founder of PreciseFP to stop by FPPad HQ to talk about how advisers can be more efficient with data gathering and client correspondence.

Watch this discussion above or on YouTube, which includes a demo of the desktop solution as well as the mobile app that helps streamline client follow up.

If you’re interested in trying the solution, sign up for a 30-day free trial (the standard trial period is seven days) by visiting http://fppad.com/precisefp (not an affiliate link, I receive no compensation if you choose to sign up)

Chapter markers

0:36 What is the PreciseFP solution?
1:26 How is PreciseFP different than SurveyMonkey and Typeform?
3:35 How do the PreciseFP integrations save time?
5:14 What kind of analytics does PreciseFP provide regarding form completion?
7:52 How has recent DOL legislation impacted PreciseFP customers?
12:20 See the demo of PreciseFP
18:12 See the company templates preloaded into PreciseFP
19:31 Can PreciseFP be used for prospecting and capturing leads?
23:53 What kind of client segmenting can PreciseFP support?
25:44 See a demo of the PreciseFP mobile app
29:20 How does PreciseFP facilitate entry-level automation for client correspondence?
32:30 What is like the “undergarments” of the financial planning industry?
35:22 One important takeaway regarding off-the-shelf survey tools and client Personally Identifiable Information (PII)
38:07 Where to sign up for an extended free trial of PreciseFP