RightCapital and Wealthbox Present: Streamlining Client Onboarding and Building Client Trust

A smooth onboarding experience sets the tone for strong client relationships and lasting trust. Join RightCapital and Wealthbox as we explore strategies to simplify onboarding, enhance efficiency, and deliver a standout first impression.

In this session, we will explore:

Best practices to streamline onboarding workflows
Creating a seamless client experience
Strategies to consistently build trust

“We're excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform.”

Dain Runestad

SVP, Product at RightCapital

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RightCapital and Wealthbox Present: Streamlining Client Onboarding and Building Client Trust

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RightCapital and Wealthbox Present: Streamlining Client Onboarding and Building Client Trust

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