Recorded Webinar
Best Practices

Optimizing CRM and Automation for Scalable Growth with Versoft + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Join Versoft and Wealthbox to explore how technology can help financial advisors plan for and manage substantial growth. Learn how to evaluate your current tech stack, implement best practices, and ensure your firm is set up for long-term scalability.

This webinar will cover

  1. 1 Assessing your current technology stack to identify gaps and opportunities.
  2. 2 Optimizing the use of CRM, portfolio management, trading, and client portals for growth.
  3. 3 Implementing automation and integrations to enhance efficiency.
  4. 4 Establishing scalable processes to support future expansion.

 

SPEAKERS

Ben Wieber

Ben Wieber

Consulting Manager

Versoft Consulting

Andrew Ladwig

Andrew Ladwig

Director of Business Development

Wealthbox

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