live Webinar Best Practices

The Human-Centric Tech Stack with DataPoints + Wealthbox

Wednesday, Nov 12, 2025 at 2:00 PM ET

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Join DataPoints and Wealthbox to see how insights into client motivations, preferences, and behaviors can be turned into actionable advice and automated workflows. Learn how to anticipate client needs, deliver personalized guidance, and strengthen relationships through a deeper understanding of what drives each client.

This webinar will cover:

  1. How DataPoints analyzes client behaviors and motivations to reveal the “why” behind financial decisions
  2. How Wealthbox transforms those insights into actionable tasks, follow-ups, and workflows
  3. Using behavioral understanding to deliver empathetic, client-focused advice
  4. Building a tech stack that combines efficiency with deeper, mind-driven client insights

Speakers

Sarah Fallaw

President

DataPoints

Chris Kopanski

Head of Customer Education

Wealthbox

“With the DataPoints integration with Wealthbox, advisors can easily add the psychology of financial planning to workflows and communication, thereby personalizing each client interaction based on investor personality, money attitudes, and client money scripts.”

Sarah Stanley Fallaw

Founder & President at DataPoints