Tuesday, May 7, 2024 at 2:00 PM ET
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Join us for a live webinar to see how advisors who use Wealthbox and Jump can enhance client and advisor experiences by automating meeting notes, tasks, and compliance logs that can be synced with Wealthbox. This webinar will cover:
Speakers
CEO & Cofounder
Jump
Co-Founder & COO
Jump
Product Specialist
Wealthbox
“For our team, the Wealthbox + Jump integration’s value is the time savings. Tasks that used to take 30-40 minutes can now be completed in 3-4 minutes.”
Jack Csenge
Wealth Advisor, Csenge Advisory Group