Recorded Webinar
Best Practices

Automating Advisor Workflows at Scale with Beemo Automation + Wealthbox

PRESENTED BY
+

ABOUT THIS WEBINAR

For larger firms, efficiency isn’t optional. It’s essential. Join Beemo Automation and Wealthbox for a webinar to learn how APIs can streamline complex processes, reduce manual work, and make firm-wide planning effortless. Learn how automation helps your team focus less on tasks and more on clients.

This webinar will cover

  1. 1 Automating routine workflows in Wealthbox to save time across the firm
  2. 2 Using APIs to simplify planning and reduce operational bottlenecks
  3. 3 Scaling advisor efficiency without adding extra staff or systems
  4. 4 Freeing up advisors to focus on client relationships instead of admin work

SPEAKERS

Ben Olsen

Ben Olsen

Founder & CEO

Beemo Automation

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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