Top 5 CRM Automations Every Advisor Should Know

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


Arielle Figueroa


Sphynx Automation

Chris Kopanski

Sr. Product Specialist


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