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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

  • Excellent work. Very responsive and professional.

    Steven Dumosch, Mojowijo
  • We loved working with the team, they were professional, prompt and adhered to our requirements and change requests. We liked the final delivery and fully satisfied with their work.

    Zeeshan Alam, Mobile Spy
  • Your explainer videos are some of the best. Since you make these videos your focus, you have mastered the art.

    David Little, Signwave
  • Bread n Beyond blew away all expectations, not only is their work phenomenal but their customer service and attentiveness should be a standard for every business.

    Ian Carnevale
  • 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
  • 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
  • We were delighted to work with Bread N' Beyond. They did go beyond and exceeded our expectations and hopes. The staff was patient and flexible, always finding ways to meet our needs. Their fast turn around time is the new standard my partner and I use for getting things done. The process was smooth and easy and the end result is that the video is great. We are so happy to see our company's video bright and clear for all the world to enjoy. Thank you ever so much Bread N' Beyond!

    Beverly Aabjerg, Cleverling
  • Breadnbeyond understood Wish.co.uk's brand identity straight away. The video they made for us - at incredibly short notice - is perfect. Previously we'd held off doing video, thinking it was too expensive or too time consuming to produce. Breadnbeyond proved me wrong - I wished we'd spoken to them months ago!

    Stephen - wish.co.uk
  • I couldn’t be happier with the work you did for our online business! Your team understood ourtarget audience and from start to finish did an amazing job. I am very happy with the quality and the result I got from your work. I highly recommend your service.

    Reza G., Founder ExpressIELTS
  • Working with Andre and the BnB team really was a great experience. Communication is professional and proactive, their design and animation skills are very high standard. Our end product turned out to be FANTASTIC and totally delivered within schedule. I'm sure we'll work together again on a short term. Thanks guys!

    Mathijs D

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