Presented by
Join Simplii and Wealthbox for a previously recorded live webinar to learn how advisors are using Voice over Internet Protocol (VoIP) technology to enhance their client relationships and boost productivity. This webinar will cover:
Speakers
Director of Business Development
Simplii
Sr. Product Specialist
Wealthbox
“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”
Steve Waite
Director of Business Development, Simplii