Live Webinar
Best Practices
Building a More Connected Advisor Workflow
Thursday, September 17, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
A smooth client experience starts with connected systems behind the scenes. But when client information lives across multiple platforms, onboarding and account opening can create duplicate work, extra steps, and unnecessary back-and-forth for advisory teams.
Join Altruist and Wealthbox for a practical look at how connected technology can create a more seamless workflow from CRM to account opening. We’ll explore how integrated client data can help teams reduce repetitive data entry, streamline account opening and bulk transitions, and build more efficient processes that scale alongside their firm.
Join Altruist and Wealthbox for a practical look at how connected technology can create a more seamless workflow from CRM to account opening. We’ll explore how integrated client data can help teams reduce repetitive data entry, streamline account opening and bulk transitions, and build more efficient processes that scale alongside their firm.
WHAT WE'LL COVER
- 1 Create a more connected workflow between CRM and account opening
- 2 Reduce duplicate data entry and repetitive administrative work
- 3 Streamline onboarding and account opening for clients and internal teams
- 4 Support bulk transitions with more efficient, organized processes
- 5 Build scalable workflows that can evolve as your firm grows
SPEAKERS
Isaiah Aly
Sales Executive
Altruist
Chris Kopanski
Head of Customer Education
Wealthbox
“Partnering with Wealthbox is a direct result of listening to advisors’ needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”
