Are you interested in ways to enhance the client experience? If so, I encourage you to join us for special session to see how three cutting-edge tools: PreciseFP, Bento Engine, and fpPathfinder, can help. First up will be PreciseFP that helps planners gather essential life data, such as marriage, children, and cash flow, while ensuring compliance and efficiency, and seamlessly flows into your CRM. Next, fpPathfinder will show how it uses the client data to organize many different planning scenarios, offering checklists, flow-charts, summary guides and more to identify key issues for your prospects and clients and guide them along the way. Then Bento Engine will showcase how it utilizes the gathered CRM data to provide automatic, proactive, and actionable advice, complemented by shareable content.
I recommend you join us for this integrated demo to witness how technology can transform and elevate your client relationships.