Beyond Note-Taking | How Kevin Pierro Uses PreciseFP + FinMate AI to Automate Prospect Prep скачать в хорошем качестве

Beyond Note-Taking | How Kevin Pierro Uses PreciseFP + FinMate AI to Automate Prospect Prep

Prospect prep is one of the most time-consuming tasks in an advisory firm. Someone has to pull the intake data, cross-reference the CRM and build a summary the advisor can actually use. In this webinar, CFP® Kevin Pierro shows exactly how his firm automated the entire process. Using PreciseFP to gather prospect data, Redtail to hold relationship history and FinMate's Custom Agentics AI to combine both into a formatted meeting prep document, Kevin's team walks into every prospect meeting fully prepared without anyone touching a single document manually. In this session you'll learn: • How PreciseFP intake forms feed directly into an AI-powered prep workflow • How FinMate's Custom Agentics AI pulls data from multiple sources and generates advisor-ready documents automatically • What Phase 2 looks like and how this same process could extend to existing client reviews • How a 7-person firm implemented custom AI without any in-house tech expertise Hosted by Nora Gallegos, PreciseFP. Featuring Kevin Pierro, CFP®, Financial Independence and Daniel Yoo, Co-Founder, FinMate AI.