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Best Practice Partner Webinar - PreciseFP
"Client Engagement and CRM: Better Together" with PreciseFP + Redtail CRM

Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use. Integrated with Redtail CRM, PreciseFP engages clients and prospects through customized and personalized online templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with engagements that focus on their unique needs. Data from Redtail pre-fills the templates, so clients have less work. Also, data flows to Redtail, eliminating the need for data entry by staff. Come learn how to streamline your data entry and improve processes this tax season.

Feb 16, 2021 11:00 AM in Pacific Time (US and Canada)

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