Live Webinar

Automate Follow-Ups From Every Client Call

Thursday, September 3, 2026 @ 2:00 PM ET

PRESENTED BY

ABOUT THIS WEBINAR

A promised callback or next step may seem small, but when it gets missed, it can have a big impact on the client experience. Join Wealthbox and Intulse to see how connected call activity and CRM workflows can help advisors turn conversations into action and keep follow-ups from slipping through the cracks.

WHAT WE'LL COVER

1 How Intulse and Wealthbox work together to connect client calls with CRM activity
2 How call activity can trigger Wealthbox tasks and workflows for timely follow-up
3 Ways to create consistent, repeatable processes for callbacks and next steps
4 How connected communication and CRM tools can help teams stay accountable and deliver a more responsive client experience

SPEAKERS

Jerod Walker

VP of Sales and Marketing

Intulse

Chris Kopanski

Head of Customer Education

Wealthbox

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