Join us for a previously recorded live webinar to see how the ReferTrac + Wealthbox integration helps enhance and expedite the referral process for advisors. This webinar will cover:
- How ReferTrac’s referral management software streamlines and automates referral processes for advisors.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration between ReferTrac and Wealthbox eliminates duplicate data entry by syncing prospect data across both platforms and creates new opportunities in Wealthbox based on ReferTrac data.
- The benefits of the Wealthbox and ReferTrac integration, and how to get started with ease.
“The integration between ReferTrac and Wealthbox is a powerful way for Wealth Management groups in Financial Institutions to sync, track and report on referrals. This empowers Advisors in Banks and Credit Unions to grow an effective referral program.”