Recorded Webinar
Integration Demos

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

PRESENTED BY
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ABOUT THIS WEBINAR

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. 1 How Fispoke enables advisors to offer and manage sponsored private banking products
  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 the integration pre-fills client applications from Wealthbox Contact data to reduce manual entry and save time
  4. 4 The benefits of the Fispoke and Wealthbox integration, and how to get started with ease

SPEAKERS

Terry Mullen

Terry Mullen

Chief Revenue Officer

Fispoke

Wade Waller III

Wade Waller III

Chief Product Officer

Fispoke

Jenna Ghibaudy

Jenna Ghibaudy

Product Specialist

Wealthbox

“The Wealthbox integration enables advisors to seamlessly enroll clients in the account opening process and monitor progress, delivering a first-class experience.”
Robert Clare

Robert Clare

CEO & Founder at Fispoke

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