live Webinar Best Practices

Accelerating Client Conversions with StratiFi + Wealthbox

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:

  1. How Scan IQ technology helps advisors assess risk faster.
  2. Leveraging the StratiFi + Wealthbox integration to optimize client workflows.
  3. Reducing friction in the prospect-to-client journey.
  4. Best practices for improving efficiency and client onboarding.

Speakers

Jory Loomis

BDR & Partnerships Lead

StratiFi

Chris Kopanski

Head of Customer Education

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