How Advisors Use Flextract + Wealthbox to Simplify Data Gathering

Join us for a previously recorded live webinar to see how advisors using Flextract and Wealthbox streamline client onboarding and eliminate the need for manual data entry. Learn how AI-powered data extraction and CRM automation can accelerate prospect conversion, enhance client reviews, and save hours of administrative work.

This webinar will cover:

1. How Flextract uses AI to extract and organize client data from uploaded documents
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 automatically pushes extracted demographic and financial data into Wealthbox
4. The benefits of the Flextract and Wealthbox integration, and how to get started with ease