Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven growth, rewarding users who introduce new colleagues to the platform.
For those embedded in wealth management, the PreciseFP platform is a time saver. By automating and digitizing the cumbersome process of client onboarding, it liberates financial advisors from paperwork, allowing them to focus on what truly matters—providing personalized advice. The platform’s ability to streamline office operations and minimize errors has not gone unnoticed. Last year, PreciseFP users collectively saved 33,734 hours and over $5 million in practice management costs—a testament to the platform’s efficacy and a significant boost to productivity, according to parent company Docupace.
But what makes this referral program different? It’s about more than just numbers. As Ryan George, Chief Marketing Officer for Docupace, puts it: “The greatest compliment PreciseFP can receive is an introduction.” By transforming satisfied users into brand ambassadors, PreciseFP isn’t just broadening its reach—it’s weaving a network of advocates who understand the platform’s impact firsthand.
Referrals with Rewards
The mechanics of the referral program are simple yet effective. Anyone can refer a professional peer, and successful introductions come with tangible rewards. Referrers receive a $100 gift card for each new user they bring on board, while new users gain access to a specialized onboarding program complete with exclusive discounts.
And it doesn’t stop at just providing rewards. PreciseFP ensures that every new user is welcomed with a white-glove onboarding process, smoothing the transition and setting them up for success from day one. This hands-on approach reinforces the platform’s commitment to customer satisfaction and underscores the company’s belief in its transformative power, Docupace says.
Bringing Financial Advice to the Digital Age
At its core, PreciseFP is about more than just efficiency. With its customizable client engagements and e-signature capabilities, PreciseFP is not just eliminating paperwork—it’s redefining how advisors interact with their clients.
Nora Gallegos, financial planning thought leader and community leader for PreciseFP, emphasizes the importance of the user community: “We strongly believe our passionate and loyal user community is one of our greatest assets. This new referral program seeks to solidify our commitment to strengthening this community by providing it with additional fuel for growth.”
In a wealth management industry where time is money, PreciseFP’s digital-first approach is more relevant than ever. As the platform continues to grow and evolve, its commitment to empowering advisors through innovation and community engagement continues to stay on the industry’s radar.
