How Switching to Wealthbox is Insanely Easy – and Fast!

How Switching to Wealthbox is Insanely Easy – and Fast!

Have no fear! Switching from your current CRM to Wealthbox is easy and fast.

If you feel trapped by the clunkiness of your current CRM, watch this previously recorded webinar to see how effortless it is to migrate to Wealthbox, the #1-rated CRM in wealthtech. Our tech-enabled service includes comprehensive data mapping and migration support, along with white-glove, personalized services to ensure a smooth and speedy transition.

In this webinar, you will see:

  1. A quick demo of Wealthbox.
  2. The simple 3-step process to switch from your current CRM to Wealthbox.
  3. How our data mapping technology ensures your data is accurately and securely transferred.
  4. The benefits of our personalized, white-glove data migration support.
  5. Real-life examples of advisory firms that have successfully switched to Wealthbox and the positive impacts they’ve experienced.

Say goodbye to clunky CRM, and say goodbye to the fear of switching! Discover Wealthbox and take the first step towards a better CRM experience for your advisory firm.

Presented By

Event Speakers

Amber Foreman


Jomin Bishop


What Customers Say

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

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