How Advisors Use Couplr AI + Wealthbox to Simplify Lead Management

Join us for a live webinar to discover how advisors using Couplr AI and Wealthbox can streamline lead management and client engagement. Learn how this integration enables advisors to view and track inbound leads in real-time, helping them connect with prospective clients more effectively. 

This webinar will cover:

1. How Couplr AI uses AI and data science to match clients with financial advisors.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration connects Couplr AI’s lead generation capabilities directly with Wealthbox for seamless tracking and follow-up.
4. The benefits of the Couplr AI and Wealthbox integration and how to get started with ease.