Digital Assistant for Financial Advisors + CRM: A Webinar on the Integration of Wealthbox and Benjamin – Wealthbox CRM

recorded webinar

Digital Assistant for Financial Advisors + CRM: A Webinar on the Integration of Wealthbox and Benjamin

Wealthbox’s Benjamin integration allows you to seamlessly pull data from Wealthbox when using Benjamin’s digital assistant services. Join us for this live webinar where representatives from both companies will demo their products and the integration between them.

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