How to connect PreciseFP and Quin for a custom workflow

A client mentions on a call that their risk tolerance has shifted, or that they'd like to add a beneficiary, and that comment implies a form needs to go out or a document needs updating in PreciseFP. Catching that connection in the moment, and acting on it, is a different problem than just logging that the comment happened.

Where a plain update isn't quite enough

• Some conversations call for an action, not just a note, like a form that needs to be sent or a document that needs revising.
• The trigger is easy to miss in the moment, especially when it's one comment among many on a busy call.
• Manually connecting the dots takes a second pass, reviewing notes after the fact to catch what needed a follow-up action.
• Different advisors handle the same trigger differently, without a consistent rule for what happens next.

How a custom workflow handles this in PreciseFP

A workflow can be set up to recognize specific signals in a conversation, a mention of a changed goal, a new beneficiary, a shift in risk tolerance, and route it to whatever needs to happen next, whether that's flagging a form to send or updating a specific PreciseFP field. It's built once, around the situations that come up often enough to be worth automating.

Picture a client mentioning they want to add their new spouse to their accounts. A workflow built around that trigger can flag the need for an updated beneficiary form the same day, rather than depending on the note being reviewed and acted on separately later.

Best practices for getting the most out of it

• Start with your most common trigger, the one situation that comes up often enough to justify building around it first.
• Keep the action specific, a form to flag or a field to update, rather than something broad and hard to verify.
• Test it against real past conversations, to see whether it would have caught what you'd expect it to.
• Revisit the workflow as your process changes, since a trigger built around today's forms may need updating later.

Setting it up

Connect PreciseFP under Settings, then Integrations, and talk to your Quin contact about building a workflow around the specific triggers that matter most to your practice.