Recorded Webinar
Product Updates

What’s New in Wealthbox?

PRESENTED BY

ABOUT THIS WEBINAR

Wealthbox continues to lead the way in CRM innovation for financial advisors with impactful new features, integrations, and platform enhancements introduced throughout 2024. From streamlining advisor workflows to delivering seamless integrations with industry partners, Wealthbox ensures you have the tools needed to grow your business efficiently.

Join product experts Steve Carroll and Chris Kopanski for a fun and fast webinar as they showcase the new features of Wealthbox.

This webinar will cover

  1. 1 The newest Wealthbox features released in 2024, and why advisors love them.
  2. 2 A list of the new integrations added to our ever-growing roster and the benefits of integrating with our partners.
  3. 3 Platform updates and feature enhancements designed to improve efficiency and simplify workflows.
  4. 4 A sneak peek at the Wealthbox product roadmap for 2025.

SPEAKERS

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

Steve Carroll

Steve Carroll

Head of Product

Wealthbox

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