How Advisors Keep Communications Compliant with Wealthbox and Simplii VoIP

This webinar will cover

1. 1 Simplii’s VoIP tool and its role in simplifying client communication while ensuring compliance.
2. 2 How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. 3 How to use Wealthbox’s integration with Simplii, including the new compliance center dashboard that flags keyword compliance violations in outgoing communications for additional review by a Compliance team. 
4. 4 The user benefits of the integration between Simplii and Wealthbox, and how to get started with ease.