AI-Driven Financial Planning + CRM: A Webinar on the FP Alpha + Wealthbox Integration – Wealthbox CRM

recorded webinar

AI-Driven Financial Planning + CRM: A Webinar on the FP Alpha + Wealthbox Integration

Join us for this live webinar to see the new integration between FP Alpha and Wealthbox. Discover how the new connection saves time by syncing demographic data between Wealthbox contact records and FP Alpha questionnaires.

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