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What is Spectrio?

You've effectively attracted customers to your business, but how do you keep them engaged once they arrive? This is where we come into play. Spectrio emerges as a leading provider of customer engagement technology nationwide. Our reputation is built on our ability to create unique brand experiences, utilizing expertly crafted content and advanced marketing technology. Our all-encompassing solutions ensure a smooth customer journey, featuring Digital Signage, Interactive Kiosks, On-Hold Marketing, On-Premise Messaging and Music, Wi-Fi Marketing, and Scent Marketing. With over 100,000 locations under our support, we serve a diverse clientele, ranging from local businesses to global brands. By leveraging our services, companies can increase sales, reduce perceived wait times, and promote customer loyalty for repeat visits. We offer complete Digital Signage solutions, covering everything from the necessary hardware to engaging content, enabling you to inform, entertain, and encourage purchases from your most crucial audience—the customers present in your space. Additionally, our expertise not only enhances the customer experience but also ensures that each interaction leaves a lasting impression, ultimately driving long-term success for your business.

What is PreciseFP?

Engaging with your clients and collecting their information can be done effortlessly with a simple email, making the initial connection seamless. After they engage with you, transferring their information to your CRM or Financial Planning software is a straightforward task that can be accomplished with just one click. Each client comes with their own unique requirements, so the ability to adjust to different situations—from the simple to the intricate—is crucial. You have the option to create personalized engagement templates, enabling you to customize each client’s journey according to your specific needs. One of our main goals is to help you save both time and resources, which is why we integrate smoothly with the tools you frequently use while providing alternative functions for those you use less often. We are dedicated to continuously improving our platform by incorporating feedback from our advisors, ensuring we remain attuned to their evolving requirements. It is gratifying to know that PreciseFP often serves as one of the first points of contact between clients and their financial advisors. With our latest update, users will discover that the interface is more user-friendly, highly adaptable, and faster than it has ever been, which truly enhances the client engagement process. Moreover, we understand that building robust relationships with clients begins from their very first interaction, making it imperative to deliver exceptional service right from the start. This commitment to excellence lays a strong foundation for lasting partnerships that benefit both clients and advisors alike.

Media

Media

Integrations Supported

Alertus Mass Notification
CDK Global
Clockwise
Facebook
Instagram
LeafLogix
Vendasta
VinSolutions Connect CRM
WovenManager
X (Twitter)

Integrations Supported

Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$60 per month
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Spectrio

Date Founded

1986

Company Location

United States

Company Website

www.spectrio.com

Company Facts

Organization Name

Spectrum Input

Company Location

Poland

Company Website

precisefp.com

Categories and Features

Digital Signage

Not specified

WiFi Marketing

Not specified

Categories and Features

Forms Automation

Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Version Control

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