ABOUT this webinar
Topic: Enhancing your Client Engagement and Onboarding w/ PreciseFP and Redtail CRM
Description: 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.