Live Webinar
Integration Demos
How Advisors Use Amplify + Wealthbox to Streamline Digital Onboarding
Tuesday, August 25, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Join us for a live webinar to see how advisors using Amplify and Wealthbox eliminate duplicate data entry and create a more seamless client onboarding experience. You’ll learn how Amplify securely connects to Wealthbox to pull existing client information directly into Digital Onboarding, reducing manual work, improving accuracy, and helping advisors move clients through the onboarding process more efficiently.
This webinar will cover
- 1 How Amplify securely connects to Wealthbox using OAuth authentication
- 2 How advisors can search for Wealthbox contacts and import client information into Digital Onboarding with a single click
- 3 How the integration reduces manual data entry, minimizes errors, and speeds up the onboarding process
- 4 The benefits of the Amplify and Wealthbox integration, and how to get started with ease
SPEAKER
Churni Bhattacharya
Chief Product Officer
Amplify
“Why is the Wealthbox integration in Amplify differentiated? The Wealthbox integration flows customer data at the moment of truth across the customer journey.”