Turn Messy CRM Data into Client Re-Engagement & Growth

Messy CRM data can quietly limit growth, making it harder to identify opportunities, prioritize outreach, and maintain consistent client engagement. Join Advisor Tech Partners and Wealthbox as we walk through how advisory firms can clean, structure, and activate their CRM data to drive meaningful re-engagement. With the right approach, even incomplete or outdated data can become a powerful foundation for targeted outreach and scalable growth.

This webinar will cover:

1. How to identify at-risk or dormant clients within Wealthbox
2. Simple ways to clean, structure, and segment CRM data
3. A step-by-step Revival workflow, including segmentation, messaging, and follow-up cadence
4. Automation strategies to scale outreach without losing personalization
5. How to use workflows, tags, and triggers in Wealthbox to drive consistent engagement