How Advisors Use Wealthbox + OnBord to Streamline Client Onboarding

This webinar will cover

1. 1 How OnBord revolutionizes the client onboarding process for wealth management firms by simplifying the collection, processing, and utilization of client data.
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 allows advisors to collect data within the OnBord interview form and sync it with Wealthbox Contact Records.
4. 4 The benefits of the OnBord and Wealthbox integration, and how to get started with ease.