Recorded Webinar
Best Practices

Onboarding Done Right: From First Conversation to Funded Account

PRESENTED BY
+

ABOUT THIS WEBINAR

Join Stratifi and Wealthbox for this webinar to learn how advisory firms can modernize the onboarding journey from the first client conversation through a funded, fully documented account. Today, onboarding often happens across disconnected systems, creating duplicate data entry, operational friction, and slower client experiences.

In this webinar, we’ll cover best practices for building a connected onboarding workflow that flows directly into your CRM while using AI and automation to reduce manual work along the way.

This webinar will cover

  1. 1 Best practices for creating a modern onboarding workflow from prospect to funded account
  2. 2 Common onboarding bottlenecks caused by disconnected systems and duplicate data entry
  3. 3 How AI can streamline onboarding conversations, documentation, and proposal creation
  4. 4 How advisors can turn brokerage statements into holdings analysis, an IPS, and client-ready proposals in minutes

SPEAKERS

Karan Motreja

Karan Motreja

Strategic Account Manager

StratiFi

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“We are excited to work with Wealthbox in bringing our mutual best-of-breed technologies together. A CRM system combined with a risk management system creates a very efficient process for advisors to review risks with their clients and prospects. This integration enables advisors to easily offer on-going risk analysis as a key component of their practice.”
Akhil Lodha

Akhil Lodha

CEO of Stratifi

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo