Strategic Automation and CRM in Financial Services with Wealthbox + Sphynx Automation

Wednesday, Jun 26, 2024 at 2:00 PM ET

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Financial advisors are under increasing pressure to deliver high-quality services while managing growing client bases and complex regulatory requirements. Strategic automation offers a powerful solution by automating routine tasks, reducing manual errors, and freeing up valuable time for advisors to focus on more high-impact activities. Integrating automation tools like Sphynx Automation and Zapier with your CRM system can enhance operational efficiency, improve client communications, and scale your business more effectively. 

Join Sphynx Automation + Wealthbox to explore the boundaries of automation and the unique tasks that AI may not effectively handle. 

This webinar will cover:

  1. How to identify automation opportunities that are beyond AI’s scope.
  2. Leveraging Sphynx Automation and third-party tools like Zapier for administrative tasks.
  3. Best practices for deciding when to automate versus using AI.
  4. Enhancing efficiency and productivity through strategic automation solutions to streamline workflows and elevate client management in Wealthbox CRM.

Speakers

Arielle Figueroa

CEO

Sphynx Automation

Chris Kopanski

Sr. Product Specialist

Wealthbox