See Why Advisors Love Wealthbox CRM

Tuesday, Jul 23, 2024 at 2:00 PM ET

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Join Chris Kopanski, Senior Product Specialist at Wealthbox, for an overview of the #1-rated CRM for financial advisors. This presentation will cover:

  1. Features Overview: See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
  2. Productivity Spotlight: Learn about task management, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automation.
  3. Integration Show-and-Tell: Watch how Wealthbox integrates with your tech stack. Learn about our 100+ tech integrations that advisors love.
  4. CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox and the “white glove” service for securely importing data.
  5. Q&A Session: Ask questions and get answers live!

Speaker

Chris Kopanski

Sr. Product Specialist

Wealthbox