How Advisors Use Bitsy + Wealthbox to Enhance Customer Engagement

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Watch this live webinar to see how advisors are using Bitsy and Wealthbox to engage prospects, expedite client onboarding, ensure compliance, and manage client relationships. This webinar will cover:

  1. How Bitsy’s enrollment/compliance centric software helps advisors better engage with clients.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the bi-directional integration between Bitsy and Wealthbox provides advisors with a streamlined way to engage prospects, expedite client onboarding, ensure compliance, and manage client relationships.
  4. The benefits of the Bitsy and Wealthbox integration, and how to get started with ease.

Speakers

Jenna Ghibaudy

Product Specialist

Wealthbox

B. Forrest Tuten

CEO & Cofounder

Bitsy


“Integrating Bitsy with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced.”

B. Forrest Tuten

CEO & Cofounder of Bitsy

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