live Webinar Best Practices

How to Drive Intelligent Client Engagement with Fynancial + Wealthbox

Wednesday, Aug 6, 2025 at 2:00 PM ET

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Presented by

Join Wealthbox and Fynancial for a webinar exploring how enterprise advisory firms can streamline operations, gain deeper visibility into client financial behavior, and deliver more personalized service at scale. You’ll learn how Fynancial’s real-time data intelligence, combined with Wealthbox’s collaborative CRM, enables large firms to drive efficiency, enhance client engagement, and grow smarter.

This webinar will cover:

  1. How Fynancial’s enriched data flows directly into Wealthbox
  2. Using Wealthbox to act on real-time financial insights
  3. Automating workflows based on client behavior
  4. Enhancing team collaboration and CRM scalability

Speakers

Tom Fields

Founder and CEO

Fynancial

Jomin Bishop

VP of Enterprise Sales

Wealthbox

“Fynancial's integration with Wealthbox empowers RIAs to streamline their operations and enhance client interactions while keeping their CRM as the system of record.”

Tim Fields

CEO at Fynancial