Recorded Webinar
Workflows

Workflow Webinar: How Advisory Firms Can Expedite Billing Processes

ABOUT THIS WEBINAR

Agenda

Join Wealthbox + Smart Kx for a live webinar to showcase Smart Kx’s Pre-Billing workflow. Advisors who adopt this workflow will have the ability to streamline and expedite their billing processes through adequate prep work, so that they can focus more time on their clients and less time on administrative logistics.

The webinar will cover

  1. 1 Workflow functionality and Workflow Libraries in Wealthbox.
  2. 2 How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
  3. 3 How advisors are using Smart Kx’s Pre-Billing workflow to expedite their billing processes.
  4. 4 Getting started with the Smart Kx’s Pre-Billing workflow in Wealthbox.

SPEAKERS

Lacey Shrum

Lacey Shrum

Founder

Smart Kx

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“With Wealthbox + Smart Kx, advisors can finalize their client documents with information directly from Wealthbox and collect the new client’s signature immediately,” said Lacey Shrum, Founder of Smart Kx. “This integration helps advisors move from a prospect’s ‘yes’ to revenue in seconds rather than days.”
Lacey Shrum

Lacey Shrum

Founder, Smart Kx

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