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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with PreciseFP on October 25!

Building Your Tech Stack webinar with PreciseFP on October 25!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - PreciseFP

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.

1984-OAT-10/21/2022

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.