Recorded Webinar
Integration Demos

How Advisors Use Moxo + Wealthbox to Streamline Client Service Processes

PRESENTED BY
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ABOUT THIS WEBINAR

Join us for a previously recorded live webinar to discover how advisors using Wealthbox and Moxo can enhance client service workflows and improve operational efficiency. Learn how you can automate routine processes, centralize communication, and ensure that all client records are up-to-date across both systems, allowing you to spend more time focusing on client relationships.

This webinar will cover

  1. 1 How Moxo enables advisors to streamline service workflows and automate client interactions.
  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 simplifies data management by keeping client records in sync across both platforms.
  4. 4 The benefits of the Moxo and Wealthbox integration and how to easily get started.

SPEAKERS

Max Rao

Max Rao

Head of Solutions Engineering

Moxo

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“Financial advisors can seamlessly extend Wealthbox with Moxo’s service orchestration platform while ensuring all interactions sync back to Wealthbox as the system of record.”
Max Rao

Max Rao

Head of Solutions Engineering at Moxo

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