Presented by
Chris Kopanski
Senior Product Specialist
Wealthbox
Agenda
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.
Integrations Showcase: Watch how Wealthbox integrates with custodians and over 125 wealthtech tools 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 or listen to live questions and get answers from a Wealthbox specialist.
Daily Webinars
Today
December 2
1pm ET
Tomorrow
December 3
1pm ET
Wednesday
December 4
1pm ET
Watch Recording
On Demand
12 minutes
Agenda
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.
Integrations Showcase: Watch how Wealthbox integrates with custodians and over 125 wealthtech tools 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 or listen to live questions and get answers from a Wealthbox specialist.
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Charlie Rocco
MONECO Advisors