Webinar: An Overview of Wealthbox CRM
Attend a demo of the #1 CRM for advisors, with a live Q&A.
Presented by
Chris Kopanski
Senior Product Specialist
Wealthbox
Agenda
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Features Overview: See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
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Productivity Spotlight: Learn about task management, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automations.
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Integrations Showcase: Watch how Wealthbox integrates with custodians and over 125 wealthtech tools that advisors love.
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CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.
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Q&A Session: Ask or listen to live questions and get answers from a Wealthbox specialist.
Daily Webinars
Monday
December 23
1pm ET
Tuesday
December 24
1pm ET
Thursday
December 26
1pm ET
Watch Recording
On Demand
12 minutes
Agenda
-
Features Overview: See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
-
Productivity Spotlight: Learn about task management, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automations.
-
Integrations Showcase: Watch how Wealthbox integrates with custodians and over 125 wealthtech tools that advisors love.
-
CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.
-
Q&A Session: Ask or listen to live questions and get answers from a Wealthbox specialist.
Success
Check your email for the link to join the webinar on
.
What’s Next?
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“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
Charlie Rocco
MONECO Advisors