Workflow Webinar: Address Change, Client Review & Servicing Calendar

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We host webinars centered around workflows as part of our Workflow Webinar series. In our fifth episode, we’re excited to showcase our address change, client review and servicing calendar templates to help boost outbound customer service. Join us to learn more about:

  1. How and where advisors can access the Wealthbox Workflow Library.
  2. How advisors can easily duplicate and edit existing workflow templates, or create new workflow templates from scratch.
  3. How firms are using workflow templates to simplify their address change, client review and servicing calendar processes.
  4. How Wealthbox Workflows provide advisors with a quick and easy way to make sure nothing slips through the cracks.



Diana Cabrices



Chris Kopanski

Sr. Product Specialist


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