ApproveThis manages your PreciseFP Integration approvals.

When Forms Meet Approvals: No More Stalled Processes

Let's get real - financial advisors didn't sign up to chase signatures or play middleman between compliance and clients. PreciseFP handles the data collection, ApproveThis handles the decision-making. Together through Zapier, they turn "where's that form?" into "approved, next."

This isn't about replacing your CRM. It's about fixing the approval black holes that happen after clients submit forms. Think: compliance reviews that take three days instead of three hours, investment proposals stuck in legal limbo, or new client onboarding that feels like herding cats.

Why This Combo Works (When Other Tools Don't)

PreciseFP's forms collect the data. ApproveThis routes it to the right people. Zapier connects them without any custom code. But what makes this actually useful for teams with real compliance needs?

The License Hack You'll Actually Use

External partners don't need PreciseFP logins to approve docs. ApproveThis sends email approvals they can action in 2 clicks. Your compliance officer reviews the PDF snapshot without getting lost in another software.

Thresholds That Actually Prevent Bottlenecks

Auto-approve standard NDAs under $50k. Escalate anything over $250k to the compliance committee. Set rules once, stop micromanaging every single form submission.

Real Workflows for Teams Who Hate Busywork

1. New Client Onboarding That Doesn't Suck

PreciseFP trigger: New client profile created → ApproveThis automatically routes KYC docs to compliance team.

Who uses this: Wealth management firms handling 50+ new clients monthly. Stops compliance from missing new profiles buried in email.

2. Approval-to-Form Handoffs That Make Sense

ApproveThis trigger: Investment proposal approved → PreciseFP automatically sends risk disclosure forms to client.

Who needs this: RIAs managing complex product approvals. Eliminates "wait, did legal sign off before we sent the disclosures?"

3. Closed-Loop Compliance Audits

PreciseFP trigger: Client completes annual review form → ApproveThis routes to CCO for mandatory audit trail.

Who loves this: Compliance officers at broker-dealers. Automates Reg BI documentation without manual follow-ups.

Setting This Up Without Losing Your Mind

If you can set up an email filter, you can build this integration:

1. Connect both apps to Zapier (15 minutes)
2. Pick your trigger: "New PreciseFP Client" or "Form Completed"
3. Map 2-3 critical data points (client ID, form type, dollar amount)
4. Test with one client profile

Pro tip: Start with one high-volume approval type (ACAT transfers, fee changes) before automating everything.

Department Wins That Actually Matter

Compliance Teams

Stop playing approval detective. Vacation delegation means out-of-office approvers don't bottleneck urgent reviews. Calculated fields auto-flag submissions needing extra scrutiny.

Advisor Teams

Real-time tracking means telling clients "yes, legal has it" instead of vague promises. Approval thresholds auto-approve routine requests so you focus on exceptions.

Operations Teams

Ditch the spreadsheet trackers. Built-in audit trails satisfy regulators without manual reporting. Zapier error logs show exactly where stalled approvals died.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. ApproveThis adds financial-specific logic:

• Auto-escalate any form with "annuity" or "alternative investment" tags
• Require dual approvals for senior clients over 75
• Attach compliance checklists based on product type

Meanwhile, PreciseFP keeps forms client-friendly while feeding structured data into approval rules.

Objections We Hear (And Actual Responses)

"We have a CRM for this."
Great - ApproveThis plugs into Salesforce too. This is about handling the 20% of approvals that require actual human judgment.

"Our current process works."
If by "works" you mean "compliance complains weekly about missing docs," sure. How many AUM transfers got delayed last quarter?

When to Steal These Workflows

If any of these sound familiar:

• Advisors spend >3hr/week chasing approvals
• Compliance reviews take >48hrs during peak seasons
• You've had audit findings about missing approval trails

Bonus points if your "process" involves printing PDFs for wet signatures.

Getting Started Without the BS

No "contact sales for demo" runaround. Two options:

DIY: Sign up for ApproveThis, connect to PreciseFP via Zapier in 20 minutes. Use pre-built templates for financial workflows.

Guided setup: Book a 30-min call with our financial services team. They'll configure your first 3 workflows while you watch.

Either way, your first 10 approval requests are free. Because nobody should pay for software until it actually works.

Final Thought: Approval Fatigue Is Real

Clients expect Amazon-speed service. Compliance requires CYA documentation. Advisors just want to advise. This integration won't solve regulatory complexity - but it stops simple approvals from becoming week-long dramas.

P.S. If you forward one more PDF for signature this month, we'll know. Upgrade your process already.