How Advisors Use Fispoke + Wealthbox to Streamline Private Banking for Clients

Discover how advisors can offer clients seamless access to private banking products, like high-yield savings accounts, credit cards, and loans, directly through Wealthbox. Learn how Fispoke simplifies the application process while Wealthbox keeps client data connected. Join Fispoke and Wealthbox for a webinar to see how this integration enhances efficiency and elevates the client experience.

This webinar will cover:

1. How Fispoke enables advisors to offer and manage sponsored private banking products
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
3. How the integration pre-fills client applications from Wealthbox Contact data to reduce manual entry and save time
4. The benefits of the Fispoke and Wealthbox integration, and how to get started with ease