PreciseFP Digital Transformation Steps

Our four steps are designed to help guide you to an effective digital transformation process for your business.

4 articles in this collection
Written by Sebastian Skwarek

[Step 1] - Building Your Client Engagement and Data Gathering Process

Taking action with the collection of Lead Magnets to help improve the customer journey, strengthen and automate company engagement.

Written by Sebastian Skwarek
Updated over a week ago

[Step 2] - Digital Client Onboarding

Automating KYC and NIGO at the same time while pleasing your customers with an easy user experience.

Written by Sebastian Skwarek
Updated this week

[Step 3] - Digital Client Touch-points - Monthly or Quarterly

Properly solicit client feedback, engage clients at a higher level with automated Template Library.

Written by Sebastian Skwarek
Updated this week

[Step 4] - Digital Client touch-points - Yearly Review

Easy automated yearly review and data collection.

Written by Sebastian Skwarek
Updated this week