Wednesday, Mar 26, 2025 at 2:00 PM ET
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Discover how advisors can streamline their prospect-to-client conversion process using the StratiFi + Wealthbox integration. Learn how StratiFi’s new Scan IQ technology enhances risk analysis and decision-making. Join StratiFi and Wealthbox for an in-depth look at how this integration can improve efficiency and client engagement.
This webinar will cover:
Speakers
BDR & Partnerships Lead
StratiFi
Sr. Product Specialist
Wealthbox
“We are excited to work with Wealthbox in bringing our mutual best-of-breed technologies together. A CRM system combined with a risk management system creates a very efficient process for advisors to review risks with their clients and prospects. This integration enables advisors to easily offer on-going risk analysis as a key component of their practice.”
Akhil Lodha
CEO of Stratifi