live Webinar Integration Demos

How Advisors Use Simplii + Wealthbox to Streamline Call Handling Operations

Wednesday, Feb 25, 2026 at 2:00 PM ET

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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

Speakers

Steve Waite

Director of Business Development

Simplii

Jenna Ghibaudy

Product Specialist

Wealthbox

“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”

Steve Waite

Director of Business Development, Simplii