Recorded Webinar

How Advisors Use Simplii + Wealthbox to Streamline Call Handling Operations

PRESENTED BY

ABOUT THIS WEBINAR

Discover how advisors use AI-powered call handling, trained on their own firm content, to deliver a polished client experience without constant interruptions. Learn how Simplii and Wealthbox work together to answer calls instantly with firm-approved language, route requests intelligently, and capture follow-ups automatically. Join Simplii and Wealthbox for a webinar to see how modern firms reduce missed calls, protect focus time, and elevate every inbound interaction.

This webinar will cover

1 How Simplii uses AI trained on your firm’s information to answer inbound calls instantly, identify caller intent, route requests appropriately, and capture missed calls with automated follow-up texts
2 How Wealthbox’s CRM and AI workspace allow advisors and service teams to collaborate and manage client relationships in one place
3 How the integration helps advisors reduce interruptions, improve responsiveness, and deliver a consistent client experience across every call
4 The benefits of the Simplii and Wealthbox integration and how to get started with ease