See Why Advisors Love Wealthbox CRM

Join us for an exclusive webinar led by Chris Kopanski, Senior Product Specialist at Wealthbox, and discover why Wealthbox CRM is the #1 choice for financial advisors. This comprehensive session will delve into the standout features – including easy-to-use Workflow templates and seamless integrations that make Wealthbox an essential tool for boosting productivity and enhancing client relationships. 

This presentation will cover:

1. Features Overview: See the functionality of Wealthbox in action, and learn about task management, form pre-populating tools, contact role assignment, and email-to-CRM automation.
2. Workflows: Learn how firms use the Wealthbox workflow templates to simplify their processes and how to create new templates that fit your firm’s unique needs. 
3. CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox and the “white glove” service for securely importing data. 
4. Q&A Session: Ask questions and get answers live!