recorded Webinar Integration Demos

How Advisors Use DeepVest + Wealthbox for AI‑Powered Research and Client Insights

Presented by

Join us for a live webinar to see how advisors using DeepVest and Wealthbox bring AI‑powered financial research directly into their CRM. You’ll learn how DeepVest enhances client records with market insights and portfolio analysis, how Wealthbox’s “social CRM” design supports team collaboration around those insights, and how the integration helps advisors work more efficiently and deliver deeper value to clients.

This webinar will cover:

  1. How DeepVest brings advanced AI research and analysis into Wealthbox client records
  2. How Wealthbox’s CRM + AI workspace allows advisors to collaborate as a team and manage client relationships like never before
  3. How the integration enriches client profiles with market insights and personalized recommendations
  4. The benefits of the DeepVest and Wealthbox integration, and how to get started with ease

Speakers

Dan Eyre

Chief Revenue Officer

DeepVest

Jenna Ghibaudy

Product Specialist

Wealthbox

“Imagine compliantly tailoring investment advice at the account level according to everything you've captured in your CRM notes for every client. That's what we're delivering together with Wealthbox.”

Dan Eyre

CRO, DeepVest

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