Hey Advisors Assistant users! đź‘‹
Demo agenda – 30 minutes
Features Overview: See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
Productivity Spotlight: Learn about task management, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automations.
Integration Show-and-Tell: Watch how Wealthbox integrates with your tech stack. Learn about our 100+ tech integrations that advisors love.
CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.
Q&A Session: Ask questions and get answers from a Wealthbox specialist.
How many CRM users are in your firm?
Select a number of CRM users.
Demo Booked
Take Wealthbox for a spin before your demo. Risk free, no credit card required!
Get Started FreePrefer to join a daily webinar? Sign up here.
T3 / Inside Information Survey, January 2024
© 2024 Wealthbox
Terms of Service Privacy Policy