Call Now! 877 619 3488

For a FREE and QUICK consultation (available 24/7)

PreciseFP

PreciseFP is a tool for financial advisors to help them develop better client profile using effective forms that address directly to clients’ needs.

Explainer Video Script

Meet Tom. Tom is a financial advisor who isn’t getting quality financial planning information from his clients.

The problem is his intake form… it’s generic, boring, and not client specific enough.

To make matters worse, the regulator is on Tom’s case because there’s no proof that Tom is acting in his client’s best interest.

Enter PreciseFP.

With PreciseFP, the leading client profile builder and forms tool, Tom is able to quickly and easily create forms that speak to his clients needs. PreciseFP even provides a forms library, so Tom is easily able to copy, edit, and publish forms on multiple, engaging topics.

Tom’s clients are happy because intake forms are customized to their unique situation. Also, forms are prefilled, taking less time to complete.

Tom’s happy because there are no more incomplete client profiles, saving 40% on the cost of creating financial plans.

The regulator’s happy because data is tracked throughout the process with the end result being a complete financial client profile.

Happy Clients. Improved efficiency. Better compliance.

That’s PreciseFP

Testimonials

  • Andre and team were a pleasure to work with! They did outstanding work and were very easy to communicate with! Highly recommended! Thanks again!

    Ramin Parsi, Bid Boldly
  • I would like to say that it has been a great pleasure working with you! The result of this project is outstanding and I am impressed with the quality of your work and your professionalism. I would unreservedly recommend you in the future to anyone looking to produce a similar explainer video.

    Tom
  • Wonderful to work with, great communication and very talented! Very fast responses and worked very hard with revisions to help us a achieve a phenomenal final product. I would HIGHLY recommend them and would give 6 stars if possible! Great work!

    Jason D
  • Outstanding job! The provider understood exactly how to visualize our idea. The communication style was professional and effective.

    Maja Rovsing Falvo, KOOB - The Viking Game
  • Professional organization to work with, with quick turnaround times and great pricing. Very impressed with their ability to follow guidelines and interpret specific instructions or vague ideas to deliver compelling, creative concepts.

    Kris Gordon, Mobiz Inc.
  • Quality of work was there and the price was great.

    Krista Lewis, Citadel Banking
  • Bread N' Beyond seemed to have a holistic solution for video creation (good animators, voice-over talent, and customer testimonials) that made me trust in the company's ability to deliver a professional solution. The value for the cost was really much greater than any company I spoke with during my initial search.

    Daniel Mason
  • Very satisfied with the work done. Very talented and creative, quick turnover and easy communication. The end result is professional and polished. Will definitely hire again!

    Jerry F., Handshake
  • Very good provider. I am already using again on another project. Highly recommended to anyone. Cooperates well and works through any problems that arise.

    Craig Rees
  • Andre is great - his skill in Flash really came to the fore as he dealt with some stringent technical requirements we placed on him. I'd highly recommend him and his team for flash work, including proper Flash development with complex technical requirements. We'll be working together again.

    Paul Walsh, Promodity

Contact Us