Recorded Webinar
Best Practices

Top 5 CRM Automations Every Advisor Should Know

ABOUT THIS WEBINAR

Join Wealthbox and Sphynx Automation for a previously recorded live webinar to see how advisors can expedite their processes through automation.

This webinar will cover

  1. 1 The top five CRM automations every advisor should be using and how to set them up successfully.
  2. 2 How automation frees up time to focus on more important things, such as providing financial advice to clients and managing their investments.
  3. 3 How advisors can use automation to increase efficiency and improve accuracy.
  4. 4 How Wealthbox and Sphynx Automation have partnered to provide a simple solution for automation.

SPEAKERS

Arielle Minicozzi

Arielle Minicozzi

CEO

Sphynx Automation

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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