Recorded Webinar

VoIP Messaging + CRM for Advisors with Simplii + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

Your phone system is often the first impression clients have of your firm, so it’s essential to ensure it’s always clear, relevant, and up-to-date. Join Simplii and Wealthbox to learn how to use the VoIP Quarterly Maintenance Workflow to keep your client communications polished and professional.

This webinar will cover

1 Saving time with a repeatable quarterly workflow for VoIP updates
2 Ensuring client messaging stays consistent and professional across your firm
3 Reducing missed opportunities with accurate, up-to-date phone greetings and routing
4 Using Wealthbox and Simplii together to streamline ongoing communication tasks