recorded Webinar Workflows

Client Onboarding with RightCapital + Wealthbox

Presented by

Join RightCapital and Wealthbox for an exclusive demo of the RightCapital Client Onboarding workflow template inside Wealthbox. Learn how to streamline the onboarding process and set the foundation for a successful client relationship from day one.

This webinar will cover: 

  1. An overview of Workflow functionality and Workflow Libraries in Wealthbox.
  2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. How to use RightCapital’s Client Onboarding workflow template to seamlessly create an initial financial plan when onboarding new clients.
  4. Getting started with the RightCapital Client Onboarding workflow template in Wealthbox.

Speakers

Ted Denbow

VP of Sales

RightCapital

Chris Kopanski

Sr. Product Specialist

Wealthbox

“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

Shuang Chen

CEO, RightCapital

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