How Advisors Use Bitsy + Wealthbox to Enhance Customer Engagement

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.