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Building Your Tech Stack - PreciseFP
Enhancing your Client Engagement and Onboarding w/ PreciseFP and Redtail CRM

Do you need a better onboarding process with less manual data entry? Come learn how to onboard a client using a form template in PreciseFP, use that entry to prefill an account opening application and create a contact in Redtail CRM with no manual entry. We will share best practices on using PreciseFP to reduce NIGO and bad data in your Redtail CRM.


Oct 25, 2022 10:00 AM in Pacific Time (US and Canada)

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