Live Webinar
Integration Demos
A Smarter Way to Open and Fund Client Accounts
Wednesday, September 23, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Account opening starts with client information that already lives in the CRM. Now, Wealthbox and Dispatch are making it easier for advisors to put that information to work.
Join Wealthbox and Dispatch for a look at the new integration that brings account opening directly into Wealthbox. Advisors will see how they can initiate the process from a client record using existing CRM data, while Dispatch supports validation, custodian requirements, submission, and tracking through funding.
The webinar will show how the integration creates a more connected account opening experience, helping advisors move from client record to funded account with fewer manual steps along the way.
Join Wealthbox and Dispatch for a look at the new integration that brings account opening directly into Wealthbox. Advisors will see how they can initiate the process from a client record using existing CRM data, while Dispatch supports validation, custodian requirements, submission, and tracking through funding.
The webinar will show how the integration creates a more connected account opening experience, helping advisors move from client record to funded account with fewer manual steps along the way.
This webinar will cover:
- 1 Initiating account opening directly from a client record in Wealthbox
- 2 Using existing CRM data to reduce duplicate data entry
- 3 Navigating validation and custodian requirements with Dispatch
- 4 Tracking account progress from submission through funding
- 5 Connecting the account opening workflow from client record to funded account
SPEAKERS
Rafi Lurie
CPO & Cofounder
Dispatch
Jomin Bishop
VP of Enterprise Sales
Wealthbox
“The CRM is one of the most critical pieces of the advisor tech stack. By partnering with Wealthbox, Dispatch users will be able to automate client data collection and maintenance.”
