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
-
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.
Daily Webinars
Today
November 21
1pm ET
Tomorrow
November 22
1pm ET
Monday
November 25
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?
Take Wealthbox for a spin before the webinar.
Risk free, no credit card needed!
Already a Wealthbox user? Log in
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
Charlie Rocco
MONECO Advisors