recorded Webinar Integration Demos

Why Advisors Who Custody at Schwab Use Wealthbox

Presented by

Following our announcement that Wealthbox has the top-ranking for CRM usage at Schwab, watch this previously-recorded live webinar to see why Schwab advisors choose Wealthbox! This webinar will cover:
  1. How integration improvements to the Schwab Advisor Center sign-on process help advisors save time when opening new accounts.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. The benefits of the Schwab Advisor Services™ and Wealthbox integration, and how to get started with ease.

Speakers

Charlie Fargo

Head of Product Partnerships

Wealthbox

Andrew Ladwig

Director of Business Development

Wealthbox

“The Wealthbox integration is a welcome addition to the Schwab platform. The convenient account-view feature is the type of functionality that advisors continually tell us they need to effectively and efficiently serve their clients.”

Kartik Srinivasan

Senior Managing Director for Schwab Advisor Services

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