How Advisors Use Wealthbox + Fynancial for Enhanced Client Engagement

Join us for a previously recorded live webinar to discover how advisors who use the Wealthbox and Fynancial integration can elevate client engagement and streamline their workflow.

This webinar will cover:

1. How Fynancial enables RIAs to connect with clients more effectively through their personalized, branded app.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration facilitates importing tags, advisors, staff, and contacts, as well as capturing client communication under contact notes.
4. The benefits of the Fynancial and Wealthbox integration and how to easily get started.