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Finance

Over 4,000 financial professionals, kept in touch only by email. FPAT decided to change that
2026-07-15

Over 4,000 financial professionals, kept in touch only by email. FPAT decided to change that

Services for CFP® and AFP certificants moved into LINE: a monthly active rate above 20%, a block rate under 6%, and 1,000 professional surveys returned in two weeks.

Kevin WuCustomer Success Lead
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