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PreciseFP Digital Transformation Steps
PreciseFP Digital Transformation Steps
Our four steps are designed to help guide you to an effective digital transformation process for your business.
By Sebastian
1 author
4 articles
[Step 1] - Building Your Client Engagement and Data Gathering Process
[Step 2] - Digital Client Onboarding
[Step 3] - Digital Client Touch-points - Monthly or Quarterly
[Step 4] - Digital Client touch-points - Yearly Review