The New Client Experience: Proactive, Personalized, Predictive with VRGL, WealthFeed, and Wealthbox

Today’s clients expect more than reactive planning; they want an advisor who’s always one step ahead. Join VRGL, WealthFeed, and Wealthbox to discover how technology enables advisors to deliver a client experience that is proactive, personalized, and predictive. Discover how to anticipate needs, act on financial signals, and deepen client trust.

This webinar will cover:

1. Proactively surfacing client opportunities with WealthFeed financial signal alerts
2. Delivering personalized insights from VRGL based on real portfolios and documents
3. Predicting client needs with Wealthbox workflows that ensure timely follow-ups
4. Positioning yourself as an “always-on” partner to strengthen client relationships