Client Action Items + CRM: A Webinar on the Integration of Knudge & Wealthbox – Wealthbox CRM

recorded webinar

Client Action Items + CRM: A Webinar on the Integration of Knudge & Wealthbox

Join this live webinar and see how the integration between Wealthbox and Knudge works to help advisors manage their clients’ action items. The demo includes how advisors can easily import their contacts into Knudge and push back notes to contact records when new nudges are posted or marked complete.

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