Step Up Communication with the Top 5 VoIP Must-Have Features

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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:

  1. The top 5 VoIP features that every advisor should be using.
  2. How advisors who use a VoIP service see improved communication with clients.
  3. The important role CRM plays in getting the most out of VoIP.
  4. How the integration between Simplii and Wealthbox helps advisors increase productivity.


Steve Waite

Director of Business Development


Chris Kopanski

Sr. Product Specialist


“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”

Steve Waite

Director of Business Development, Simplii

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