How to Switch to Wealthbox with Ease and Speed

Thursday, Nov 14, 2024 at 2:00 PM ET

Sign Up Now

Presented by

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, register for this 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 3-step process to switch from your current CRM to Wealthbox, whether you’re switching from Redtail, Salesforce, AdvisorEngine, or any CRM.
  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. How insanely easy – and fast – it is to switch to Wealthbox.

Speakers

Amber Foreman

Sr. Director Enterprise Customer Success

Wealthbox

Jomin Bishop

VP of Enterprise Sales

Wealthbox