Eliminate the Hidden Costs of Messy Data with Milemarker + Wealthbox

Messy, fragmented data can quietly drain your firm’s time, resources, and client trust. Join Milemarker and Wealthbox for a best practices webinar exploring the true cost of poor data hygiene and how to fix it. Learn how clean, centralized CRM data improves everything from client service to compliance, and how the Wealthbox + Milemarker integration helps firms maintain a single source of truth with ease.

This webinar will cover:

1. The hidden costs of fragmented data—and how they impact your clients and your firm’s bottom line
2. Why your CRM should be the single source of truth, and what happens when it’s not
3. Best practices for organizing, standardizing, and maintaining clean data in Wealthbox
4. How to identify and resolve data gaps, duplicates, and inconsistencies before they create risk