Live Webinar
Product Updates
Switching Made Simple: Your Move to Wealthbox
Wednesday, September 2, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
Switching CRMs doesn’t have to be complicated. Join us for a practical look at what it takes to move to Wealthbox, from migration planning and transferring your CRM data to getting your team set up and ready to go. We’ll walk through the migration process, what to expect along the way, and how Wealthbox helps make the transition as smooth as possible.
WHAT WE'LL COVER
- 1 How to prepare your firm and data for a successful CRM migration
- 2 What to expect during the Wealthbox migration and onboarding process
- 3 Best practices for setting up Wealthbox to fit your firm’s workflows
- 4 Tips for getting your team up and running quickly and confidently
SPEAKERS
Amber Foreman
Sr. Director Enterprise Customer Success
Wealthbox
Chris Kopanski
Head of Customer Education
Wealthbox