Fintech Impact

Jason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Whalen. Don talked about their digital onboarding platform or digital data gathering platform for financial advisors.Episode Highlights:1.25: Sebastian explains PreciseFP is the virtual data gathering and client onboarding platform, provides the ability to customize a client journey fully, bring data in-house, and then share that data with the tools that advisors use.2.22: There are many features with PreciseFP, but the key feature is that the advisors who come to PreciseFP are ready to use block finders and personalized and customizable fact-finders ready to use as the box. 10.12: Either CRM or financial planning software if we do not integrate with a given financial software, so either way, you will be able to move the data from a client-facing application, which is PreciseFP, into your CRM and then into financial planning software.12.08: Sebastian says that