Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Integration Demos
AI Wealthtech Week Day 3: Jump & Levitate
September 18 @ 2:00 pm ET
Join us to see how Jump and Levitate leverage AI within Wealthbox to transform prospecting and client communication.
Integration Demos
AI Wealthtech Week Day 4: WEATHAWK & Zeplyn
September 19 @ 2:00 pm ET
Join us to explore how WEALTHAWK and Zeplyn use AI to improve meeting administration and prospecting management within Wealthbox.
Integration Demos
AI Wealthtech Week Day 5: Zocks & FinMate AI
September 20 @ 2:00 pm ET
Join us for an insightful session where Zocks and FinMate AI highlight how their AI-powered platforms can enhance meeting preparation, note-taking, and client communication.
Workflows
Client Onboarding with RightCapital + Wealthbox
September 24 @ 2:00 pm ET
Join RightCapital and Wealthbox for an exclusive demo of the RightCapital Client Onboarding workflow template inside Wealthbox. Learn how to streamline the onboarding process and set the foundation for a successful client relationship from day one.
Integration Demos
Account Opening with Laser App + Wealthbox
September 25 @ 2:00 pm ET
Join iPipeline and Wealthbox for an exclusive demo of how Wealthbox can prefill your forms using Laser App. Discover how this powerful integration can help streamline your account opening and digital signature using Laser App.
Workflows
Simplify Your Marketing and Drive Stronger Results with Snappy Kraken + Wealthbox
September 26 @ 2:00 pm ET
Join Snappy Kraken and Wealthbox for a deep dive into how advisors can set up and automate a month's worth of in a simple, step-by-step workflow. Learn how to elevate client engagement, retain clients, and prospect faster through strategic automated planning.
Recorded Webinars
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