recorded Webinar Integration Demos

How Advisors Can Increase Wallet Share With a Held-Away Cash Solution

Presented by

Join us for a previously recorded live webinar to see how the Flourish + Wealthbox integration helps advisors bring new assets into their orbit while helping clients earn more on held-away cash. This webinar will cover:

  1. How Flourish’s cash management platform helps advisors gain visibility into clients’ cash holdings while helping clients earn a competitive rate on their held-away cash.
  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 Flourish integration with Wealthbox allows advisors to pre-fill applications and send invites with a click of a button
  4. The benefits of the Wealthbox and Flourish integration, and how to easily start inviting clients to earn more on their held-away cash.

Speakers

Ben Cruikshank

President

Flourish

Jenna Ghibaudy

Product Specialist

Wealthbox

“With high interest rates, it's an opportune time for financial advisors to help their clients earn more by shifting reserve cash into an account that offers a competitive rate. The integration with Wealthbox allowing advisors to invite their clients to Flourish Cash directly from the Wealthbox interface in just a few clicks.”

Max Lane

CEO at Flourish

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