Watch this previously recorded live webinar to see how Intulse and Wealthbox help advisors streamline communication. This webinar will cover:
- How Intulse’s cloud-based VoIP system provides firms with a flexible, feature-rich communications system to power mobility, collaboration, and efficiency.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the Intulse + Wealthbox integration allows users to automatically create call logs in Wealthbox.
- The benefits of the Intulse and Wealthbox integration, and how to get started with ease.