live Webinar Integration Demos

How Advisors Use Focal + Wealthbox to Streamline Meeting Management

Tuesday, Jan 28, 2025 at 2:00 PM ET

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Join us for a live webinar to see how advisors who use Focal and Wealthbox can simplify workflows and reduce administrative tasks. Learn how Focal’s AI-powered tools, including automated meeting summaries, email follow-ups, and task creation streamline client management and boost efficiency

This webinar will cover:

  1. How Focal automates meeting tasks with AI-powered tools.
  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 allows advisors to easily sync client data between Focal and Wealthbox to eliminate manual data entry and enhance productivity.
  4. The benefits of the Focal and Wealthbox integration, and how to get started with ease.

Speakers

John L. Connell

CEO

Focal

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Wealthbox enables Focal advisors to effectively manage client relationships, and has proved to be a fast-moving partner to the business as Focal automates manual meeting tasks with proactive AI.”

John L. Connell

CEO at Focal